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
1876
$491K ﹤0.01%
7,257
+433
1877
$491K ﹤0.01%
88,995
-71,514
1878
$491K ﹤0.01%
+40,995
1879
$491K ﹤0.01%
+16,406
1880
$491K ﹤0.01%
51,946
+26
1881
$490K ﹤0.01%
11,720
-172
1882
$490K ﹤0.01%
+25,629
1883
$489K ﹤0.01%
24,018
+1,344
1884
$488K ﹤0.01%
+29,737
1885
$487K ﹤0.01%
14,429
1886
$486K ﹤0.01%
6,190
+434
1887
$484K ﹤0.01%
17,274
+337
1888
$482K ﹤0.01%
18,106
-175
1889
$482K ﹤0.01%
48,702
+319
1890
$481K ﹤0.01%
8,654
-150
1891
$479K ﹤0.01%
+62,514
1892
$479K ﹤0.01%
6,455
-396
1893
$478K ﹤0.01%
44,496
+934
1894
$478K ﹤0.01%
2,491
-149
1895
$477K ﹤0.01%
12,984
-500
1896
$477K ﹤0.01%
7,495
-221
1897
$477K ﹤0.01%
5,811
+898
1898
$477K ﹤0.01%
+2,113
1899
$474K ﹤0.01%
+45,884
1900
$474K ﹤0.01%
+25,756