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
601
$581K 0.02%
+22,552
602
$581K 0.02%
+34,330
603
$580K 0.02%
18,800
-1,067
604
$576K 0.02%
22,550
-750
605
$575K 0.02%
+10,654
606
$569K 0.02%
12,187
-22,007
607
$568K 0.02%
+40,165
608
$567K 0.02%
+9,568
609
$566K 0.02%
18,757
+5,181
610
$564K 0.02%
22,350
+7,850
611
$563K 0.02%
+10,018
612
$560K 0.02%
23,500
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613
$558K 0.02%
21,676
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614
$557K 0.02%
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615
$556K 0.02%
9,776
+5,716
616
$554K 0.02%
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617
$554K 0.02%
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619
$548K 0.02%
+23,747
620
$548K 0.02%
21,526
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621
$544K 0.02%
32,866
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622
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623
$537K 0.02%
11,942
+5,356
624
$536K 0.02%
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625
$534K 0.02%
+30,830