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
2276
$278K ﹤0.01%
1,688
+50
2277
$275K ﹤0.01%
6,132
+910
2278
$275K ﹤0.01%
+3,842
2279
$275K ﹤0.01%
3,906
+442
2280
$275K ﹤0.01%
6,576
-477
2281
$274K ﹤0.01%
7,062
+59
2282
$274K ﹤0.01%
1,576
-309
2283
$274K ﹤0.01%
+54,499
2284
$274K ﹤0.01%
4,627
-23
2285
$274K ﹤0.01%
10,686
+15
2286
$273K ﹤0.01%
14,003
+1,150
2287
$273K ﹤0.01%
23,156
+831
2288
$273K ﹤0.01%
8,367
+650
2289
$272K ﹤0.01%
4,829
-361
2290
$272K ﹤0.01%
19,653
-37,541
2291
$271K ﹤0.01%
+4,501
2292
$271K ﹤0.01%
4,565
+35
2293
$270K ﹤0.01%
+9,879
2294
$270K ﹤0.01%
33,118
-58,256
2295
$269K ﹤0.01%
6,452
-256
2296
$269K ﹤0.01%
13,775
+437
2297
$269K ﹤0.01%
32,848
+181
2298
$268K ﹤0.01%
39,969
-10,274
2299
$267K ﹤0.01%
14,467
+118
2300
$267K ﹤0.01%
34,329
-72,470