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
2001
$418K ﹤0.01%
10,451
-3,450
2002
$417K ﹤0.01%
17,432
+7,208
2003
$416K ﹤0.01%
19,322
+1,409
2004
$415K ﹤0.01%
21,778
+5,242
2005
$415K ﹤0.01%
18,169
+956
2006
$414K ﹤0.01%
18,807
+3,957
2007
$414K ﹤0.01%
630
-1
2008
$414K ﹤0.01%
210,026
+4,166
2009
$414K ﹤0.01%
4,789
-114
2010
$413K ﹤0.01%
17,075
+3,000
2011
$413K ﹤0.01%
27,350
+785
2012
$413K ﹤0.01%
49,540
-7,299
2013
$412K ﹤0.01%
22,391
+2,112
2014
$411K ﹤0.01%
+13,662
2015
$411K ﹤0.01%
+8,103
2016
$410K ﹤0.01%
+26,091
2017
$410K ﹤0.01%
35,138
+3,825
2018
$409K ﹤0.01%
11,841
2019
$408K ﹤0.01%
6,956
-15
2020
$407K ﹤0.01%
20,644
-42
2021
$407K ﹤0.01%
25,777
-2,581
2022
$406K ﹤0.01%
+4,799
2023
$405K ﹤0.01%
16,010
-2,550
2024
$404K ﹤0.01%
88,150
2025
$403K ﹤0.01%
5,094
+510
79 80
81
82 83