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
1051
$214K 0.01%
+6,666
1052
$212K 0.01%
+2,493
1053
$212K 0.01%
7,712
-1,513
1054
$211K 0.01%
+929
1055
$211K 0.01%
+24,290
1056
$211K 0.01%
+7,700
1057
$210K 0.01%
+12,900
1058
$210K 0.01%
+31,755
1059
$210K 0.01%
+23,307
1060
$209K 0.01%
+9,313
1061
$209K 0.01%
+6,510
1062
$207K 0.01%
5,410
-242
1063
$207K 0.01%
+8,350
1064
$207K 0.01%
+4,090
1065
$207K 0.01%
+9,008
1066
$206K 0.01%
16,461
+4,016
1067
$206K 0.01%
+6,579
1068
$206K 0.01%
+8,853
1069
$205K 0.01%
+13,402
1070
$205K 0.01%
+1,289
1071
$205K 0.01%
+8,858
1072
$204K 0.01%
+15,616
1073
$204K 0.01%
+8,277
1074
$202K 0.01%
7,672
+455
1075
$201K 0.01%
+5,400
41 42
43
44 45