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
2451
$203K ﹤0.01%
+4,934
2452
$202K ﹤0.01%
+6,350
2453
$202K ﹤0.01%
+8,775
2454
$202K ﹤0.01%
+3,162
2455
$202K ﹤0.01%
+9,894
2456
$201K ﹤0.01%
106,504
-1,600
2457
$201K ﹤0.01%
3,820
-887
2458
$201K ﹤0.01%
+1,949
2459
$201K ﹤0.01%
27,102
-2,127
2460
$201K ﹤0.01%
+9,638
2461
$200K ﹤0.01%
19,534
+1,989
2462
$199K ﹤0.01%
21,959
-12,000
2463
$199K ﹤0.01%
12,137
-1,173
2464
$197K ﹤0.01%
20,196
-146
2465
$195K ﹤0.01%
21,610
+4,723
2466
$195K ﹤0.01%
21,913
-3,246
2467
$194K ﹤0.01%
78,800
+300
2468
$194K ﹤0.01%
22,100
-65,400
2469
$192K ﹤0.01%
13,390
+995
2470
$191K ﹤0.01%
13,306
-2,407
2471
$190K ﹤0.01%
21,101
-1,500
2472
$189K ﹤0.01%
26,877
+5,260
2473
$189K ﹤0.01%
68,989
+960
2474
$188K ﹤0.01%
18,561
+261
2475
$187K ﹤0.01%
29,283
-4,742