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
776
$376K 0.01%
15,918
+115
777
$375K 0.01%
+15,039
778
$373K 0.01%
14,100
+1,100
779
$371K 0.01%
15,000
+1,500
780
$370K 0.01%
+13,612
781
$368K 0.01%
+14,096
782
$368K 0.01%
30,525
-7,500
783
$368K 0.01%
8,730
+2,050
784
$367K 0.01%
+11,208
785
$366K 0.01%
14,500
+910
786
$365K 0.01%
+6,836
787
$364K 0.01%
12,442
+3,874
788
$364K 0.01%
4,900
+700
789
$362K 0.01%
10,900
-200
790
$362K 0.01%
+15,800
791
$361K 0.01%
+4,324
792
$361K 0.01%
+4,827
793
$361K 0.01%
+32,277
794
$360K 0.01%
+6,230
795
$359K 0.01%
+10,286
796
$357K 0.01%
+9,557
797
$355K 0.01%
+16,674
798
$355K 0.01%
11,978
+572
799
$355K 0.01%
+25,092
800
$354K 0.01%
+15,473
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