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
51
$8.35M 0.25%
+103,858
52
$8.3M 0.25%
90,787
+65,146
53
$8.29M 0.25%
+333,985
54
$8.24M 0.25%
+95,619
55
$8.23M 0.25%
+151,047
56
$8.21M 0.25%
+216,018
57
$8.11M 0.24%
+156,853
58
$7.8M 0.23%
+73,130
59
$7.76M 0.23%
+192,569
60
$7.6M 0.23%
+654,928
61
$7.59M 0.23%
+110,140
62
$7.48M 0.22%
93,740
+50,695
63
$7.48M 0.22%
478,520
+402,580
64
$7.48M 0.22%
156,552
+103,788
65
$7.36M 0.22%
146,152
+86,704
66
$7.16M 0.22%
107,265
+53,901
67
$7.11M 0.21%
+535,228
68
$7.07M 0.21%
276,642
+157,888
69
$6.85M 0.21%
+53,408
70
$6.81M 0.2%
+77,436
71
$6.78M 0.2%
+106,307
72
$6.75M 0.2%
+83,474
73
$6.64M 0.2%
283,506
+171,328
74
$6.44M 0.19%
84,878
+41,845
75
$6.4M 0.19%
155,216
+102,762