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
576
$617K 0.02%
9,852
+949
577
$615K 0.02%
+20,107
578
$615K 0.02%
8,666
-2,554
579
$613K 0.02%
+18,497
580
$612K 0.02%
22,438
+10,902
581
$612K 0.02%
+16,828
582
$612K 0.02%
+13,111
583
$611K 0.02%
+91,637
584
$608K 0.02%
5,436
+2,476
585
$608K 0.02%
+16,959
586
$605K 0.02%
+5,924
587
$605K 0.02%
8,405
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588
$604K 0.02%
41,205
-9,904
589
$604K 0.02%
12,122
+2,454
590
$602K 0.02%
+65,956
591
$600K 0.02%
+6,515
592
$600K 0.02%
+14,246
593
$596K 0.02%
36,256
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594
$596K 0.02%
+17,389
595
$594K 0.02%
+5,116
596
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+19,839
597
$589K 0.02%
+21,200
598
$588K 0.02%
23,025
+1,825
599
$583K 0.02%
+9,624
600
$582K 0.02%
+5,636