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
851
$317K 0.01%
15,000
852
$315K 0.01%
+21,402
853
$314K 0.01%
+15,834
854
$311K 0.01%
+8,500
855
$311K 0.01%
+21,892
856
$310K 0.01%
39,048
-16,799
857
$309K 0.01%
+5,032
858
$309K 0.01%
+13,000
859
$308K 0.01%
+10,000
860
$308K 0.01%
6,135
-13,455
861
$306K 0.01%
4,176
+451
862
$306K 0.01%
+29,481
863
$305K 0.01%
+34,002
864
$305K 0.01%
+38,018
865
$305K 0.01%
+10,164
866
$305K 0.01%
+5,250
867
$304K 0.01%
+5,294
868
$304K 0.01%
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$303K 0.01%
12,050
+1,250
870
$303K 0.01%
7,824
+3,040
871
$301K 0.01%
+1,877
872
$300K 0.01%
+2,828
873
$299K 0.01%
+12,750
874
$299K 0.01%
5,600
-27,173
875
$298K 0.01%
+2,731