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
801
$353K 0.01%
+7,411
802
$353K 0.01%
+27,937
803
$352K 0.01%
+48,250
804
$352K 0.01%
+12,275
805
$352K 0.01%
+8,499
806
$352K 0.01%
+9,233
807
$352K 0.01%
+7,094
808
$351K 0.01%
+8,143
809
$350K 0.01%
+3,040
810
$349K 0.01%
+30,103
811
$345K 0.01%
+21,511
812
$345K 0.01%
26,622
+822
813
$344K 0.01%
67,250
+20,000
814
$344K 0.01%
12,669
+3,286
815
$344K 0.01%
14,858
+6,206
816
$344K 0.01%
22,000
-1,000
817
$343K 0.01%
+8,420
818
$343K 0.01%
+22,549
819
$342K 0.01%
+4,613
820
$341K 0.01%
10,529
+699
821
$341K 0.01%
+13,450
822
$341K 0.01%
+13,700
823
$340K 0.01%
+20,550
824
$340K 0.01%
2,828
+941
825
$340K 0.01%
+10,107
31 32
33
34 35