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
851
$315K 0.01%
+21,402
852
$314K 0.01%
+15,834
853
$311K 0.01%
+8,500
854
$311K 0.01%
+21,892
855
$310K 0.01%
39,048
-16,799
856
$309K 0.01%
+5,032
857
$309K 0.01%
+13,000
858
$308K 0.01%
+10,000
859
$308K 0.01%
6,135
-13,455
860
$306K 0.01%
4,176
+451
861
$306K 0.01%
+29,481
862
$305K 0.01%
+34,002
863
$305K 0.01%
+38,018
864
$305K 0.01%
+10,164
865
$305K 0.01%
+5,250
866
$304K 0.01%
+5,294
867
$304K 0.01%
+7,770
868
$303K 0.01%
12,050
+1,250
869
$303K 0.01%
7,824
+3,040
870
$301K 0.01%
+1,877
871
$300K 0.01%
+2,828
872
$299K 0.01%
+12,750
873
$299K 0.01%
5,600
-27,173
874
$298K 0.01%
+2,731
875
$298K 0.01%
+12,051
33 34
35
36 37