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
26
$12M 0.36%
+109,806
27
$11.5M 0.35%
170,995
+66,222
28
$11.1M 0.33%
122,742
+72,501
29
$10.9M 0.33%
305,081
+150,463
30
$10.6M 0.32%
+135,623
31
$10.4M 0.31%
+130,521
32
$10.2M 0.31%
737,641
+518,853
33
$10.1M 0.3%
+149,840
34
$9.8M 0.29%
258,681
+114,702
35
$9.75M 0.29%
395,427
+303,861
36
$9.59M 0.29%
+71,939
37
$9.5M 0.29%
95,178
+50,585
38
$9.5M 0.29%
+89,308
39
$9.43M 0.28%
98,034
+51,202
40
$9.37M 0.28%
223,937
+185,844
41
$9.17M 0.28%
+131,698
42
$9.15M 0.27%
132,887
+124,293
43
$9.08M 0.27%
133,800
+77,745
44
$9.02M 0.27%
+138,321
45
$8.97M 0.27%
76,334
+22,568
46
$8.86M 0.27%
+52
47
$8.69M 0.26%
194,338
+54,050
48
$8.59M 0.26%
281,388
+105,640
49
$8.39M 0.25%
108,886
+63,872
50
$8.37M 0.25%
100,335
+46,150