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
201
$27.8M 0.1%
464,991
+10,458
202
$27.8M 0.1%
1,109,055
+245,668
203
$27.5M 0.1%
158,738
+695
204
$27.5M 0.1%
390,981
-3,186
205
$27.5M 0.1%
290,369
-11,004
206
$27.3M 0.1%
239,207
+28,295
207
$26.7M 0.09%
750,443
+121,880
208
$26.7M 0.09%
107,631
+8,524
209
$26.5M 0.09%
1,237,007
+104,400
210
$26.3M 0.09%
350,734
+12,474
211
$26.2M 0.09%
704,107
+9,918
212
$26M 0.09%
203,882
+17,066
213
$25.9M 0.09%
64,720
+1,333
214
$25.9M 0.09%
349,413
+2,640
215
$25.9M 0.09%
555,545
+22,058
216
$25.7M 0.09%
404,941
-6,309
217
$25.6M 0.09%
493,983
+16,457
218
$25.5M 0.09%
158,336
-2,596
219
$25.1M 0.09%
627,142
-40,554
220
$25M 0.09%
100,248
-2,836
221
$24.6M 0.09%
361,453
+6,691
222
$24.6M 0.09%
31,191
+713
223
$24.5M 0.09%
+140,373
224
$24.4M 0.09%
467,535
+2,710
225
$24.2M 0.08%
194,432
+7,884
7 8
9
10 11