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
551
$671K 0.02%
5,654
-2,577
552
$667K 0.02%
+12,701
553
$667K 0.02%
+12,465
554
$662K 0.02%
+14,624
555
$660K 0.02%
+30,846
556
$658K 0.02%
+7,592
557
$658K 0.02%
42,695
+24,957
558
$656K 0.02%
14,023
+8,426
559
$654K 0.02%
+13,950
560
$650K 0.02%
12,121
+7,071
561
$648K 0.02%
+9,773
562
$646K 0.02%
+68,181
563
$645K 0.02%
6,487
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564
$645K 0.02%
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565
$644K 0.02%
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566
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567
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569
$632K 0.02%
40,795
+27,569
570
$632K 0.02%
+17,564
571
$631K 0.02%
+11,950
572
$623K 0.02%
40,615
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573
$622K 0.02%
+6,146
574
$619K 0.02%
17,312
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575
$619K 0.02%
15,203
-16,035