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
2026
$402K ﹤0.01%
+2,723
2027
$402K ﹤0.01%
4,086
-4,252
2028
$402K ﹤0.01%
4,259
-44,204
2029
$402K ﹤0.01%
+2,981
2030
$401K ﹤0.01%
+3,435
2031
$401K ﹤0.01%
9,475
-7,709
2032
$401K ﹤0.01%
+31,049
2033
$400K ﹤0.01%
5,869
+135
2034
$400K ﹤0.01%
7,123
+1,927
2035
$400K ﹤0.01%
10,410
-200
2036
$399K ﹤0.01%
6,598
+48
2037
$398K ﹤0.01%
10,007
+501
2038
$398K ﹤0.01%
6,615
-2,102
2039
$398K ﹤0.01%
1,584
-1,759
2040
$397K ﹤0.01%
+15,908
2041
$397K ﹤0.01%
10,086
-1,026
2042
$396K ﹤0.01%
+6,063
2043
$394K ﹤0.01%
17,479
+158
2044
$393K ﹤0.01%
+16,511
2045
$393K ﹤0.01%
+21,727
2046
$392K ﹤0.01%
13,774
+1,183
2047
$392K ﹤0.01%
40,974
-8,128
2048
$391K ﹤0.01%
44,587
+20,283
2049
$391K ﹤0.01%
+9,518
2050
$390K ﹤0.01%
+3,320
80 81
82
83 84