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

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
376
$1.19M 0.04%
27,391
+23,003
377
$1.18M 0.04%
+4,919
378
$1.18M 0.04%
94,427
+72,007
379
$1.18M 0.04%
+112,780
380
$1.18M 0.04%
63,249
+33,546
381
$1.18M 0.04%
32,238
+4,461
382
$1.17M 0.04%
29,662
-5,280
383
$1.17M 0.04%
+29,351
384
$1.17M 0.04%
+31,268
385
$1.17M 0.04%
+11,518
386
$1.16M 0.04%
+35,959
387
$1.16M 0.03%
30,021
+6,593
388
$1.16M 0.03%
2,836
-171
389
$1.16M 0.03%
+15,413
390
$1.16M 0.03%
+55,960
391
$1.15M 0.03%
31,549
+14,309
392
$1.15M 0.03%
71,046
+57,879
393
$1.14M 0.03%
74,974
+11,818
394
$1.14M 0.03%
+40,410
395
$1.14M 0.03%
22,419
+13,862
396
$1.13M 0.03%
225,760
+28,133
397
$1.13M 0.03%
16,949
+4,400
398
$1.13M 0.03%
+40,724
399
$1.13M 0.03%
+38,825
400
$1.12M 0.03%
13,164
+2,100