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
1051
$215K 0.01%
+2,500
1052
$214K 0.01%
+4,488
1053
$214K 0.01%
+6,666
1054
$212K 0.01%
+2,493
1055
$212K 0.01%
7,712
-1,513
1056
$211K 0.01%
+929
1057
$211K 0.01%
+24,290
1058
$211K 0.01%
+7,700
1059
$210K 0.01%
+12,900
1060
$210K 0.01%
+31,755
1061
$210K 0.01%
+23,307
1062
$209K 0.01%
+9,313
1063
$209K 0.01%
+6,510
1064
$207K 0.01%
5,410
-242
1065
$207K 0.01%
+8,350
1066
$207K 0.01%
+4,090
1067
$207K 0.01%
+9,008
1068
$206K 0.01%
16,461
+4,016
1069
$206K 0.01%
+6,579
1070
$206K 0.01%
+8,853
1071
$205K 0.01%
+13,402
1072
$205K 0.01%
+1,289
1073
$205K 0.01%
+8,858
1074
$204K 0.01%
+15,616
1075
$204K 0.01%
+8,277