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
1376
$1.07M ﹤0.01%
47,346
-415
1377
$1.07M ﹤0.01%
29,334
-20
1378
$1.07M ﹤0.01%
89,434
+31,790
1379
$1.06M ﹤0.01%
23,214
+1,006
1380
$1.06M ﹤0.01%
+20,615
1381
$1.06M ﹤0.01%
29,840
+4,855
1382
$1.05M ﹤0.01%
13,953
+1,469
1383
$1.05M ﹤0.01%
34,502
-2,188
1384
$1.05M ﹤0.01%
63,516
+500
1385
$1.05M ﹤0.01%
60,898
+15,734
1386
$1.05M ﹤0.01%
42,419
1387
$1.05M ﹤0.01%
23,177
+16,684
1388
$1.04M ﹤0.01%
40,618
-24,652
1389
$1.04M ﹤0.01%
30,648
1390
$1.04M ﹤0.01%
37,497
+1,259
1391
$1.04M ﹤0.01%
+32,024
1392
$1.04M ﹤0.01%
39,961
-6,703
1393
$1.03M ﹤0.01%
45,318
+1,119
1394
$1.03M ﹤0.01%
36,237
-22,055
1395
$1.03M ﹤0.01%
20,089
+714
1396
$1.03M ﹤0.01%
39,104
-515
1397
$1.03M ﹤0.01%
26,421
+1,071
1398
$1.02M ﹤0.01%
7,243
+697
1399
$1.02M ﹤0.01%
6,364
-151
1400
$1.02M ﹤0.01%
31,170
+9,305