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
876
$296K 0.01%
+5,671
877
$294K 0.01%
+4,894
878
$293K 0.01%
+9,000
879
$293K 0.01%
+7,609
880
$292K 0.01%
+13,084
881
$292K 0.01%
+6,667
882
$291K 0.01%
+5,946
883
$291K 0.01%
+22,279
884
$291K 0.01%
+9,768
885
$290K 0.01%
+5,914
886
$290K 0.01%
+5,074
887
$290K 0.01%
3,891
+501
888
$290K 0.01%
35,085
+3,085
889
$289K 0.01%
+7,394
890
$289K 0.01%
+5,600
891
$288K 0.01%
+10,963
892
$288K 0.01%
+30,786
893
$287K 0.01%
+6,579
894
$287K 0.01%
12,793
+683
895
$287K 0.01%
+17,190
896
$287K 0.01%
+11,470
897
$286K 0.01%
23,025
+10,749
898
$286K 0.01%
+6,962
899
$286K 0.01%
+6,677
900
$285K 0.01%
+16,917
34 35
36
37 38