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
126
$47.2M 0.16%
465,504
-12,264
127
$46.4M 0.16%
101,828
+3,366
128
$46.1M 0.16%
962,735
+89,838
129
$45.7M 0.16%
858,969
+2,029
130
$45.7M 0.16%
243,985
-15,620
131
$45.4M 0.16%
360,708
+3,322
132
$44.4M 0.15%
2,784,348
-19,881
133
$44.3M 0.15%
126,013
+838
134
$43.9M 0.15%
253,398
-224
135
$43.8M 0.15%
207,366
+13,759
136
$43.4M 0.15%
201,715
+11,695
137
$43M 0.15%
302,914
-1,243
138
$43M 0.15%
240,935
-7,809
139
$42.7M 0.15%
358,427
-7,775
140
$41.9M 0.15%
197,040
-722
141
$41.1M 0.14%
228,255
+3,331
142
$41.1M 0.14%
83,976
+157
143
$41M 0.14%
242,476
+9,013
144
$39.7M 0.14%
158,521
-4,653
145
$39.6M 0.14%
149,208
+3,406
146
$39.2M 0.14%
865,761
+31,688
147
$38.4M 0.13%
174,438
+23,889
148
$37.3M 0.13%
444,020
-38,950
149
$36.8M 0.13%
1,077,970
+13,422
150
$36.7M 0.13%
262,109
-127
4 5
6
7 8