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
976
$242K 0.01%
+9,052
977
$241K 0.01%
+7,070
978
$241K 0.01%
+571
979
$241K 0.01%
23,946
+3,822
980
$240K 0.01%
+8,550
981
$240K 0.01%
+45,755
982
$239K 0.01%
+21,078
983
$239K 0.01%
+5,418
984
$239K 0.01%
+582
985
$238K 0.01%
+6,560
986
$237K 0.01%
+4,576
987
$237K 0.01%
9,395
+1,120
988
$237K 0.01%
+29,460
989
$237K 0.01%
5,065
+65
990
$237K 0.01%
+4,679
991
$236K 0.01%
15,642
+192
992
$236K 0.01%
8,400
-3,240
993
$235K 0.01%
+10,608
994
$235K 0.01%
+5,784
995
$235K 0.01%
10,452
-1,620
996
$235K 0.01%
+8,000
997
$234K 0.01%
9,500
-1,050
998
$234K 0.01%
+6,381
999
$234K 0.01%
+4,475
1000
$234K 0.01%
+9,242
38 39
40
41 42