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
826
$337K 0.01%
+28,280
827
$334K 0.01%
6,703
-1,512
828
$333K 0.01%
10,865
+1,060
829
$333K 0.01%
+4,000
830
$332K 0.01%
+3,625
831
$332K 0.01%
27,369
+3,499
832
$332K 0.01%
+8,162
833
$331K 0.01%
+13,372
834
$331K 0.01%
+10,515
835
$329K 0.01%
+14,518
836
$329K 0.01%
+18,200
837
$328K 0.01%
+11,720
838
$328K 0.01%
+17,402
839
$328K 0.01%
+22,952
840
$327K 0.01%
+5,265
841
$327K 0.01%
+34,071
842
$326K 0.01%
+14,612
843
$326K 0.01%
11,838
-22,408
844
$325K 0.01%
+11,215
845
$324K 0.01%
+6,575
846
$321K 0.01%
+1,435
847
$321K 0.01%
+24,108
848
$319K 0.01%
+9,566
849
$317K 0.01%
859
-397
850
$317K 0.01%
15,000
32 33
34
35 36