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
901
$285K 0.01%
+16,620
902
$285K 0.01%
+6,903
903
$283K 0.01%
3,700
+850
904
$283K 0.01%
27,240
+1,390
905
$283K 0.01%
5,370
+350
906
$283K 0.01%
+3,658
907
$283K 0.01%
+5,471
908
$282K 0.01%
+6,300
909
$281K 0.01%
9,828
+2,148
910
$281K 0.01%
+16,383
911
$281K 0.01%
+3,243
912
$279K 0.01%
+10,825
913
$279K 0.01%
+5,945
914
$278K 0.01%
2,580
+200
915
$278K 0.01%
+11,855
916
$278K 0.01%
+5,190
917
$278K 0.01%
+15,861
918
$278K 0.01%
+36,954
919
$278K 0.01%
+15,665
920
$278K 0.01%
+7,800
921
$276K 0.01%
+16,124
922
$275K 0.01%
+23,577
923
$275K 0.01%
+15,772
924
$275K 0.01%
9,180
-775
925
$274K 0.01%
+7,359
35 36
37
38 39