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
1951
$455K ﹤0.01%
+12,758
1952
$453K ﹤0.01%
32,325
+7,350
1953
$453K ﹤0.01%
9,681
-506
1954
$451K ﹤0.01%
36,933
+327
1955
$451K ﹤0.01%
57,282
+3,167
1956
$451K ﹤0.01%
+19,128
1957
$450K ﹤0.01%
3,860
-6,512
1958
$449K ﹤0.01%
+11,617
1959
$448K ﹤0.01%
5,862
-12,209
1960
$448K ﹤0.01%
12,048
+1,477
1961
$447K ﹤0.01%
14,572
+1,148
1962
$447K ﹤0.01%
41,940
+52
1963
$445K ﹤0.01%
7,479
-16,812
1964
$444K ﹤0.01%
5,296
-8,870
1965
$443K ﹤0.01%
+53,148
1966
$443K ﹤0.01%
34,125
-8,626
1967
$441K ﹤0.01%
+13,580
1968
$441K ﹤0.01%
32,289
+5,213
1969
$441K ﹤0.01%
3,740
-15
1970
$441K ﹤0.01%
3,306
+449
1971
$440K ﹤0.01%
+14,530
1972
$440K ﹤0.01%
45,737
+9,392
1973
$440K ﹤0.01%
+5,259
1974
$439K ﹤0.01%
2,060
-630
1975
$438K ﹤0.01%
20,753
+4,065
77 78
79
80 81