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
626
$534K 0.02%
+24,036
627
$534K 0.02%
+64,564
628
$534K 0.02%
52,311
+27,271
629
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631
$532K 0.02%
24,879
+500
632
$530K 0.02%
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633
$528K 0.02%
16,412
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634
$527K 0.02%
7,221
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$527K 0.02%
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636
$525K 0.02%
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637
$523K 0.02%
26,338
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638
$523K 0.02%
16,252
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639
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640
$519K 0.02%
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$507K 0.02%
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649
$503K 0.02%
57,250
-1,750
650
$501K 0.02%
+92,559