Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $43.6B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
+$25.3M
2
+$22.4M
3
+$21.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$20.5M
5
GE icon
GE Aerospace
GE
+$19.7M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$980K
4
OKE icon
Oneok
OKE
+$955K
5
GS.PRD icon
Goldman Sachs Group Inc Series D Preferred Stock
GS.PRD
+$833K

Sector Composition

1 Financials 6.55%
2 Healthcare 5.93%
3 Energy 5.75%
4 Industrials 5.51%
5 Technology 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$441K 0.01%
+25,502
702
$441K 0.01%
+5,446
703
$440K 0.01%
18,367
+5,700
704
$439K 0.01%
+15,470
705
$439K 0.01%
28,115
+9,147
706
$439K 0.01%
+16,460
707
$438K 0.01%
24,407
708
$438K 0.01%
+4,648
709
$437K 0.01%
+12,810
710
$437K 0.01%
18,600
+600
711
$437K 0.01%
+9,613
712
$434K 0.01%
+9,580
713
$433K 0.01%
+18,510
714
$432K 0.01%
10,970
715
$432K 0.01%
+14,158
716
$432K 0.01%
+15,226
717
$432K 0.01%
+72,300
718
$431K 0.01%
+16,660
719
$430K 0.01%
+11,926
720
$430K 0.01%
+4,124
721
$430K 0.01%
9,346
+466
722
$430K 0.01%
+30,807
723
$427K 0.01%
+13,326
724
$426K 0.01%
+10,898
725
$425K 0.01%
+12,186
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