Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $43.6B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
+$25.3M
2
+$22.4M
3
+$21.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$20.5M
5
GE icon
GE Aerospace
GE
+$19.7M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$980K
4
OKE icon
Oneok
OKE
+$955K
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 Industrials 5.51%
5 Technology 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.31M 0.04%
67,315
+16,572
352
$1.31M 0.04%
+40,862
353
$1.31M 0.04%
19,920
+12,944
354
$1.3M 0.04%
+160,873
355
$1.29M 0.04%
+147,695
356
$1.29M 0.04%
+29,969
357
$1.28M 0.04%
15,323
+10,895
358
$1.28M 0.04%
+78,275
359
$1.27M 0.04%
+39,222
360
$1.26M 0.04%
+33,884
361
$1.25M 0.04%
98,422
+28,387
362
$1.24M 0.04%
+10,414
363
$1.24M 0.04%
+31,939
364
$1.22M 0.04%
+15,704
365
$1.22M 0.04%
68,669
+34,014
366
$1.21M 0.04%
21,578
+13,524
367
$1.21M 0.04%
84,301
+61,966
368
$1.21M 0.04%
32,846
+6,115
369
$1.2M 0.04%
+15,035
370
$1.19M 0.04%
13,311
+2,579
371
$1.19M 0.04%
23,571
-140
372
$1.19M 0.04%
65,882
+31,154
373
$1.19M 0.04%
+37,751
374
$1.19M 0.04%
+22,568
375
$1.19M 0.04%
+48,367
13 14
15
16 17