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
1976
$438K ﹤0.01%
28,038
+8,963
1977
$438K ﹤0.01%
10,997
+981
1978
$436K ﹤0.01%
46,532
-1,432
1979
$436K ﹤0.01%
16,939
+865
1980
$435K ﹤0.01%
22,434
-274
1981
$435K ﹤0.01%
15,175
-4,858
1982
$435K ﹤0.01%
15,606
+2,628
1983
$433K ﹤0.01%
+15,813
1984
$433K ﹤0.01%
22,638
+7,583
1985
$432K ﹤0.01%
6,064
-106
1986
$432K ﹤0.01%
4,514
-600
1987
$432K ﹤0.01%
24,924
+4,244
1988
$430K ﹤0.01%
+4,411
1989
$430K ﹤0.01%
10,340
-8,925
1990
$430K ﹤0.01%
10,834
+4,803
1991
$429K ﹤0.01%
28,315
+1,119
1992
$429K ﹤0.01%
33,402
+2,687
1993
$429K ﹤0.01%
15,342
-489
1994
$424K ﹤0.01%
49,257
-747
1995
$423K ﹤0.01%
3,899
+937
1996
$423K ﹤0.01%
2,667
+390
1997
$423K ﹤0.01%
109,867
+15,026
1998
$421K ﹤0.01%
15,807
-66,620
1999
$420K ﹤0.01%
14,604
+6,060
2000
$419K ﹤0.01%
+5,667
78 79
80
81 82