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
1426
$978K ﹤0.01%
6,356
+4,000
1427
$977K ﹤0.01%
50,913
+17,320
1428
$974K ﹤0.01%
+162,664
1429
$972K ﹤0.01%
8,638
+199
1430
$970K ﹤0.01%
42,548
+1,069
1431
$969K ﹤0.01%
18,862
-769
1432
$969K ﹤0.01%
18,407
-418
1433
$964K ﹤0.01%
30,772
+2,049
1434
$963K ﹤0.01%
6,178
+317
1435
$963K ﹤0.01%
12,391
-3,113
1436
$962K ﹤0.01%
71,029
+3,992
1437
$960K ﹤0.01%
+10,360
1438
$960K ﹤0.01%
43,358
1439
$960K ﹤0.01%
9,134
-448
1440
$959K ﹤0.01%
35,369
+24,852
1441
$959K ﹤0.01%
49,879
-407
1442
$957K ﹤0.01%
4,786
-66
1443
$955K ﹤0.01%
17,672
-4,158
1444
$954K ﹤0.01%
3,749
-433
1445
$954K ﹤0.01%
34,878
+26,701
1446
$950K ﹤0.01%
16,081
-4,982
1447
$949K ﹤0.01%
+50,775
1448
$946K ﹤0.01%
+70,461
1449
$944K ﹤0.01%
11,284
+419
1450
$943K ﹤0.01%
41,770
+523