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
951
$255K 0.01%
+8,411
952
$254K 0.01%
+5,793
953
$254K 0.01%
+3,928
954
$254K 0.01%
12,370
+1,520
955
$254K 0.01%
+5,922
956
$253K 0.01%
+6,109
957
$253K 0.01%
+3,936
958
$252K 0.01%
+5,996
959
$252K 0.01%
7,982
-1,236
960
$252K 0.01%
+7,735
961
$250K 0.01%
+8,642
962
$250K 0.01%
7,200
+1,303
963
$250K 0.01%
+2,533
964
$250K 0.01%
22,483
+5,678
965
$250K 0.01%
19,942
+8,942
966
$249K 0.01%
+24,237
967
$249K 0.01%
+3,311
968
$248K 0.01%
+5,875
969
$247K 0.01%
+13,205
970
$246K 0.01%
+8,235
971
$246K 0.01%
16,881
-9,040
972
$245K 0.01%
+2,199
973
$243K 0.01%
+8,925
974
$243K 0.01%
10,000
975
$243K 0.01%
+24,954
37 38
39
40 41