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
501
$780K 0.02%
23,723
-1,861
502
$779K 0.02%
+31,000
503
$776K 0.02%
16,562
+6,758
504
$775K 0.02%
15,528
+7,028
505
$774K 0.02%
+34,394
506
$768K 0.02%
+10,483
507
$767K 0.02%
+7,222
508
$766K 0.02%
4,934
+2,534
509
$764K 0.02%
+9,356
510
$763K 0.02%
+15,365
511
$760K 0.02%
+15,802
512
$753K 0.02%
+28,100
513
$752K 0.02%
+33,031
514
$750K 0.02%
37,673
+1,802
515
$748K 0.02%
78,455
+25,904
516
$743K 0.02%
+76,091
517
$740K 0.02%
+35,258
518
$739K 0.02%
+6,716
519
$738K 0.02%
19,568
+10,662
520
$736K 0.02%
12,245
+1,095
521
$730K 0.02%
21,980
+2,000
522
$727K 0.02%
+72,530
523
$725K 0.02%
+5,666
524
$725K 0.02%
6,632
+841
525
$722K 0.02%
18,009
+932