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
1076
$201K 0.01%
+1,803
1077
$200K 0.01%
+6,286
1078
$199K 0.01%
+15,102
1079
$199K 0.01%
13,275
-825
1080
$196K 0.01%
13,394
+150
1081
$195K 0.01%
+10,325
1082
$194K 0.01%
+10,800
1083
$192K 0.01%
+10,000
1084
$186K 0.01%
+14,325
1085
$185K 0.01%
10,977
+377
1086
$185K 0.01%
+14,227
1087
$184K 0.01%
+15,045
1088
$184K 0.01%
+11,770
1089
$184K 0.01%
+21,104
1090
$183K 0.01%
10,050
-775
1091
$182K 0.01%
+10,482
1092
$181K 0.01%
+12,647
1093
$178K 0.01%
+8,247
1094
$178K 0.01%
+25,260
1095
$177K 0.01%
+14,815
1096
$176K 0.01%
+14,362
1097
$176K 0.01%
19,965
+2,635
1098
$173K 0.01%
+11,133
1099
$171K 0.01%
+10,675
1100
$169K 0.01%
+13,670
42 43
44
45 46