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
76
$6.29M 0.19%
97,469
+70,218
77
$6.28M 0.19%
+74,260
78
$6.16M 0.18%
68,961
+62,112
79
$6.01M 0.18%
498
+282
80
$5.83M 0.18%
21,121
+8,929
81
$5.81M 0.17%
169,060
+85,470
82
$5.74M 0.17%
101,058
+71,417
83
$5.64M 0.17%
+67,544
84
$5.55M 0.17%
88,767
+40,566
85
$5.55M 0.17%
+224,676
86
$5.51M 0.17%
+146,898
87
$5.5M 0.17%
375,512
+106,950
88
$5.46M 0.16%
636,645
+394,413
89
$5.26M 0.16%
69,667
+40,284
90
$5.25M 0.16%
88,499
+31,187
91
$5.2M 0.16%
80,408
+59,128
92
$5.18M 0.16%
71,531
+10,040
93
$5.16M 0.15%
+128,443
94
$5.14M 0.15%
80,818
+49,546
95
$5.13M 0.15%
+48,437
96
$5.12M 0.15%
216,805
+141,211
97
$5.06M 0.15%
65,789
+14,526
98
$5M 0.15%
150,653
+43,786
99
$4.99M 0.15%
104,065
+61,936
100
$4.96M 0.15%
38,863
+15,338