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
926
$273K 0.01%
+29,966
927
$273K 0.01%
+21,624
928
$271K 0.01%
+13,190
929
$271K 0.01%
27,791
+1,300
930
$270K 0.01%
+9,816
931
$267K 0.01%
+6,621
932
$267K 0.01%
62,062
-8,965
933
$267K 0.01%
+13,030
934
$266K 0.01%
+41,779
935
$265K 0.01%
+6,225
936
$264K 0.01%
+10,150
937
$264K 0.01%
4,633
-50
938
$263K 0.01%
+33,046
939
$262K 0.01%
+5,403
940
$261K 0.01%
+2,522
941
$260K 0.01%
38,706
+25,206
942
$260K 0.01%
11,080
943
$259K 0.01%
8,916
+1,016
944
$259K 0.01%
+10,522
945
$258K 0.01%
+14,861
946
$258K 0.01%
+8,112
947
$257K 0.01%
+7,317
948
$255K 0.01%
+3,367
949
$255K 0.01%
+4,913
950
$255K 0.01%
+8,702
36 37
38
39 40