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
$3.33B
AUM Growth
+$2.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,958
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$23M
3
+$21.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$20.2M
5
GE icon
GE Aerospace
GE
+$19.7M

Top Sells

1
+$1.45M
2
+$1.21M
3
+$1.03M
4
VNO icon
Vornado Realty Trust
VNO
+$980K
5
GS.PRD icon
Goldman Sachs Group Inc Series D Preferred Stock
GS.PRD
+$833K

Sector Composition

1 Financials 6.55%
2 Healthcare 5.93%
3 Energy 5.75%
4 Technology 5.52%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.3M 0.07%
82,032
+30,741
227
$2.28M 0.07%
25,174
+9,589
228
$2.27M 0.07%
87,583
+19,397
229
$2.26M 0.07%
37,840
+34,131
230
$2.23M 0.07%
40,489
+29,169
231
$2.23M 0.07%
49,251
+8,258
232
$2.23M 0.07%
90,076
+46,092
233
$2.23M 0.07%
46,770
+8,138
234
$2.22M 0.07%
+44,580
235
$2.2M 0.07%
27,900
+720
236
$2.2M 0.07%
+61,586
237
$2.19M 0.07%
60,394
+16,466
238
$2.19M 0.07%
46,698
+5,552
239
$2.18M 0.07%
+139,764
240
$2.17M 0.07%
150,856
+31,395
241
$2.17M 0.07%
+57,637
242
$2.16M 0.07%
49,937
+27,904
243
$2.13M 0.06%
+32,233
244
$2.12M 0.06%
44,021
+25,675
245
$2.1M 0.06%
+65,544
246
$2.09M 0.06%
78,956
+61,366
247
$2.08M 0.06%
+75,491
248
$2.07M 0.06%
135,761
+101,779
249
$2.06M 0.06%
+98,426
250
$2.06M 0.06%
67,512
+46,112
8 9
10
11 12