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
151
$36.7M 0.13%
647,446
+51,053
152
$36.7M 0.13%
1,208,393
+144,223
153
$36.7M 0.13%
+1,018,511
154
$36.6M 0.13%
436,808
-14,940
155
$35.5M 0.12%
+269,497
156
$35.5M 0.12%
239,517
+3,115
157
$35.4M 0.12%
487,233
-6,488
158
$34.8M 0.12%
384,903
+13,724
159
$34.6M 0.12%
474,798
-16,986
160
$34.6M 0.12%
663,584
+21,804
161
$34.5M 0.12%
1,056,564
-35,743
162
$34.3M 0.12%
683,352
-12,091
163
$34.1M 0.12%
120,551
+7,874
164
$34M 0.12%
110,156
-11,600
165
$33.8M 0.12%
525,140
+135,400
166
$33.5M 0.12%
299,601
+5,041
167
$33.3M 0.12%
831,567
-169,973
168
$32.9M 0.11%
599,058
+190,788
169
$32.4M 0.11%
+186,497
170
$32.3M 0.11%
142,556
+3,605
171
$32.3M 0.11%
162,177
-511
172
$32.2M 0.11%
664,967
+297,726
173
$31.6M 0.11%
685,322
-15,814
174
$31.2M 0.11%
315,210
+31,248
175
$31.1M 0.11%
+117,926
5 6
7
8 9