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
926
$275K 0.01%
9,180
-775
927
$274K 0.01%
+7,359
928
$273K 0.01%
+29,966
929
$273K 0.01%
+21,624
930
$271K 0.01%
+13,190
931
$271K 0.01%
27,791
+1,300
932
$270K 0.01%
+9,816
933
$267K 0.01%
+6,621
934
$267K 0.01%
62,062
-8,965
935
$267K 0.01%
+13,030
936
$266K 0.01%
+41,779
937
$265K 0.01%
+6,225
938
$264K 0.01%
+10,150
939
$264K 0.01%
4,633
-50
940
$263K 0.01%
+33,046
941
$262K 0.01%
+5,403
942
$261K 0.01%
+2,522
943
$260K 0.01%
38,706
+25,206
944
$260K 0.01%
11,080
945
$259K 0.01%
8,916
+1,016
946
$259K 0.01%
+10,522
947
$258K 0.01%
+14,861
948
$258K 0.01%
+8,112
949
$257K 0.01%
+7,317
950
$255K 0.01%
+3,367