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
526
$717K 0.02%
+39,820
527
$715K 0.02%
+167,100
528
$714K 0.02%
+9,237
529
$711K 0.02%
+31,509
530
$709K 0.02%
44,067
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531
$709K 0.02%
17,553
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532
$704K 0.02%
+40,160
533
$703K 0.02%
27,500
+400
534
$703K 0.02%
24,077
+952
535
$703K 0.02%
12,157
+8,541
536
$703K 0.02%
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537
$701K 0.02%
8,787
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538
$699K 0.02%
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539
$696K 0.02%
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540
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541
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542
$691K 0.02%
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$691K 0.02%
35,412
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$688K 0.02%
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545
$686K 0.02%
+13,613
546
$685K 0.02%
97,184
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547
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549
$676K 0.02%
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550
$675K 0.02%
+30,800