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
1351
$1.13M ﹤0.01%
18,659
-85
1352
$1.12M ﹤0.01%
66,869
-1,491
1353
$1.12M ﹤0.01%
21,758
-22,836
1354
$1.12M ﹤0.01%
11,724
-58
1355
$1.12M ﹤0.01%
57,000
+3,449
1356
$1.12M ﹤0.01%
17,396
+6,654
1357
$1.11M ﹤0.01%
88,086
+7,225
1358
$1.11M ﹤0.01%
27,812
-369
1359
$1.11M ﹤0.01%
+22,194
1360
$1.11M ﹤0.01%
14,732
-460
1361
$1.1M ﹤0.01%
+90,649
1362
$1.1M ﹤0.01%
58,589
-1,292
1363
$1.1M ﹤0.01%
8,545
-8,816
1364
$1.1M ﹤0.01%
+61,370
1365
$1.1M ﹤0.01%
9,748
+2,724
1366
$1.1M ﹤0.01%
+10,718
1367
$1.1M ﹤0.01%
18,854
+2,374
1368
$1.09M ﹤0.01%
38,524
-6,697
1369
$1.09M ﹤0.01%
6,974
+465
1370
$1.09M ﹤0.01%
+9,953
1371
$1.08M ﹤0.01%
17,195
-37,296
1372
$1.08M ﹤0.01%
31,838
-4,948
1373
$1.08M ﹤0.01%
11,500
+372
1374
$1.08M ﹤0.01%
25,208
+441
1375
$1.07M ﹤0.01%
3,135
-748