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
1101
$171K 0.01%
+10,675
1102
$169K 0.01%
+13,670
1103
$169K 0.01%
+13,101
1104
$167K 0.01%
+10,400
1105
$165K ﹤0.01%
+11,287
1106
$162K ﹤0.01%
+15,542
1107
$161K ﹤0.01%
17,100
-15,100
1108
$158K ﹤0.01%
+12,248
1109
$157K ﹤0.01%
+17,004
1110
$156K ﹤0.01%
+27,090
1111
$156K ﹤0.01%
+14,868
1112
$153K ﹤0.01%
+5,415
1113
$152K ﹤0.01%
+15,000
1114
$152K ﹤0.01%
+14,450
1115
$151K ﹤0.01%
5,732
-168
1116
$151K ﹤0.01%
+20,322
1117
$150K ﹤0.01%
+9,000
1118
$150K ﹤0.01%
+16,035
1119
$149K ﹤0.01%
+12,162
1120
$146K ﹤0.01%
+18,299
1121
$146K ﹤0.01%
+17,144
1122
$145K ﹤0.01%
+20,157
1123
$144K ﹤0.01%
28,707
+1,528
1124
$143K ﹤0.01%
10,000
-1,500
1125
$142K ﹤0.01%
+11,725