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
1026
$224K 0.01%
+2,952
1027
$224K 0.01%
+4,535
1028
$224K 0.01%
+10,061
1029
$224K 0.01%
+8,400
1030
$224K 0.01%
+19,344
1031
$223K 0.01%
13,964
+1,756
1032
$223K 0.01%
36,000
1033
$223K 0.01%
+774
1034
$223K 0.01%
+11,234
1035
$222K 0.01%
+7,038
1036
$222K 0.01%
+9,097
1037
$222K 0.01%
+5,650
1038
$221K 0.01%
2,326
+1,261
1039
$220K 0.01%
+21,863
1040
$220K 0.01%
+1,392
1041
$219K 0.01%
+5,910
1042
$219K 0.01%
+8,890
1043
$219K 0.01%
+18,010
1044
$219K 0.01%
+8,397
1045
$218K 0.01%
+6,271
1046
$218K 0.01%
+9,394
1047
$218K 0.01%
+8,550
1048
$218K 0.01%
+17,552
1049
$218K 0.01%
+17,362
1050
$216K 0.01%
+3,822