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
726
$425K 0.01%
8,408
-3,530
727
$425K 0.01%
15,207
+3,233
728
$425K 0.01%
+8,480
729
$423K 0.01%
8,170
-1,655
730
$423K 0.01%
+10,250
731
$422K 0.01%
9,034
+3,980
732
$419K 0.01%
9,701
+2,856
733
$416K 0.01%
+9,450
734
$415K 0.01%
7,623
+530
735
$415K 0.01%
+32,000
736
$415K 0.01%
+6,196
737
$413K 0.01%
15,915
+4,375
738
$412K 0.01%
16,423
+2,013
739
$412K 0.01%
+27,698
740
$410K 0.01%
+14,856
741
$407K 0.01%
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742
$406K 0.01%
29,000
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743
$405K 0.01%
9,277
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744
$404K 0.01%
+16,125
745
$404K 0.01%
+22,437
746
$404K 0.01%
+41,356
747
$403K 0.01%
+12,250
748
$403K 0.01%
+6,137
749
$401K 0.01%
+93,200
750
$400K 0.01%
9,958
+2,158