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
176
$31.1M 0.11%
189,549
-3,405
177
$30.8M 0.11%
399,969
-11,411
178
$30.4M 0.11%
293,713
+10,640
179
$30.4M 0.11%
982,602
-87,789
180
$30.2M 0.11%
41,705
+11,383
181
$29.8M 0.1%
295,440
-6,321
182
$29.8M 0.1%
632,303
-26,233
183
$29.5M 0.1%
392,000
+293
184
$29.3M 0.1%
593,998
-95,684
185
$29.2M 0.1%
202,228
-10,103
186
$29M 0.1%
563,378
-61,158
187
$28.9M 0.1%
615,950
-148,954
188
$28.9M 0.1%
381,991
+11,859
189
$28.8M 0.1%
1,672,297
+13,948
190
$28.7M 0.1%
181,873
-11,422
191
$28.4M 0.1%
115,549
-14
192
$28.4M 0.1%
657,844
+19,838
193
$28.3M 0.1%
+487,019
194
$28.3M 0.1%
87,650
-4,042
195
$28.3M 0.1%
368,441
+4,231
196
$28.2M 0.1%
614,215
-13,890
197
$28.1M 0.1%
328,733
+11,206
198
$28.1M 0.1%
261,562
-28,470
199
$28M 0.1%
277,896
+4,928
200
$28M 0.1%
298,887
-8,069
6 7
8
9 10