Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $42.2B
1-Year Est. Return 18.09%
This Quarter Est. Return
1 Year Est. Return
+18.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$28.7B
AUM Growth
+$4.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,782
New
Increased
Reduced
Closed

Top Buys

1
+$949M
2
+$302M
3
+$279M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$166M
5
RTX icon
RTX Corp
RTX
+$129M

Top Sells

1
+$93.8M
2
+$43.4M
3
+$32.9M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23.7M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$18.4M

Sector Composition

1 Technology 12.19%
2 Healthcare 7.18%
3 Financials 6.98%
4 Industrials 6.34%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$1.23M ﹤0.01%
32,586
-1,575
1302
$1.23M ﹤0.01%
3,601
+1,473
1303
$1.23M ﹤0.01%
64,245
+2,737
1304
$1.22M ﹤0.01%
105,555
+1,548
1305
$1.22M ﹤0.01%
23,224
-1,340
1306
$1.22M ﹤0.01%
13,914
-1,092
1307
$1.22M ﹤0.01%
108,768
+12,730
1308
$1.22M ﹤0.01%
32,159
+2,247
1309
$1.22M ﹤0.01%
7,413
+374
1310
$1.22M ﹤0.01%
+33,357
1311
$1.22M ﹤0.01%
20,855
-1,620
1312
$1.21M ﹤0.01%
44,257
-646
1313
$1.21M ﹤0.01%
45,568
-2,733
1314
$1.21M ﹤0.01%
14,385
1315
$1.21M ﹤0.01%
14,632
+47
1316
$1.21M ﹤0.01%
19,780
+3,075
1317
$1.2M ﹤0.01%
22,780
+4,039
1318
$1.2M ﹤0.01%
23,370
+1,023
1319
$1.2M ﹤0.01%
47,855
+468
1320
$1.2M ﹤0.01%
39,565
+7,391
1321
$1.2M ﹤0.01%
8,621
+424
1322
$1.19M ﹤0.01%
48,979
+477
1323
$1.19M ﹤0.01%
24,490
-6,454
1324
$1.19M ﹤0.01%
15,101
-42
1325
$1.19M ﹤0.01%
50,537
+494
51 52
53
54 55