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
1326
$1.19M ﹤0.01%
35,306
-10,912
1327
$1.18M ﹤0.01%
25,072
+5,274
1328
$1.18M ﹤0.01%
18,936
-1,728
1329
$1.18M ﹤0.01%
7,784
-616
1330
$1.18M ﹤0.01%
+22,837
1331
$1.18M ﹤0.01%
40,093
+1,804
1332
$1.18M ﹤0.01%
10,869
-6,960
1333
$1.17M ﹤0.01%
22,964
-3,549
1334
$1.17M ﹤0.01%
34,913
-7,738
1335
$1.17M ﹤0.01%
31,654
+1,264
1336
$1.17M ﹤0.01%
72,138
+6,975
1337
$1.17M ﹤0.01%
23,599
-873
1338
$1.16M ﹤0.01%
5,113
+76
1339
$1.16M ﹤0.01%
18,635
+1,459
1340
$1.16M ﹤0.01%
13,356
-123
1341
$1.16M ﹤0.01%
99,665
-49,286
1342
$1.15M ﹤0.01%
112,090
-34,320
1343
$1.15M ﹤0.01%
22,865
+4,892
1344
$1.15M ﹤0.01%
63,964
-15,644
1345
$1.14M ﹤0.01%
39,722
-8,911
1346
$1.14M ﹤0.01%
36,845
+28,629
1347
$1.14M ﹤0.01%
18,657
-794
1348
$1.14M ﹤0.01%
40,800
+28,800
1349
$1.14M ﹤0.01%
19,266
+1,244
1350
$1.13M ﹤0.01%
16,920
-144