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
1001
$234K 0.01%
+4,475
1002
$234K 0.01%
+9,242
1003
$232K 0.01%
+4,760
1004
$232K 0.01%
4,751
+510
1005
$231K 0.01%
+6,356
1006
$231K 0.01%
+5,627
1007
$231K 0.01%
+9,050
1008
$230K 0.01%
+5,903
1009
$230K 0.01%
+3,770
1010
$230K 0.01%
13,946
+1,818
1011
$229K 0.01%
+17,550
1012
$229K 0.01%
10,156
1013
$229K 0.01%
+16,147
1014
$229K 0.01%
+4,754
1015
$228K 0.01%
+10,576
1016
$228K 0.01%
+4,948
1017
$228K 0.01%
+8,998
1018
$227K 0.01%
+3,298
1019
$227K 0.01%
16,479
+3,679
1020
$226K 0.01%
+3,600
1021
$226K 0.01%
+270
1022
$225K 0.01%
+8,162
1023
$225K 0.01%
+12,608
1024
$225K 0.01%
4,890
-294
1025
$225K 0.01%
37,922
+16,080