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
1151
$90.2K ﹤0.01%
+10,600
1152
$85.5K ﹤0.01%
22,442
-750
1153
$81.5K ﹤0.01%
+15,800
1154
$80.7K ﹤0.01%
+2,708
1155
$77.6K ﹤0.01%
10,000
1156
$77.3K ﹤0.01%
+3,468
1157
$73.5K ﹤0.01%
10,500
1158
$72.2K ﹤0.01%
+11,000
1159
$71.2K ﹤0.01%
+14,103
1160
$70.9K ﹤0.01%
+93
1161
$68K ﹤0.01%
+14,871
1162
$66.5K ﹤0.01%
+5,487
1163
$57.5K ﹤0.01%
14,750
+3,750
1164
$50.2K ﹤0.01%
+13,632
1165
$50K ﹤0.01%
+2,085
1166
$44.7K ﹤0.01%
+1
1167
$38.2K ﹤0.01%
12,061
-5,290
1168
$34.7K ﹤0.01%
3,200
-600
1169
$22.2K ﹤0.01%
1,324
1170
$21.2K ﹤0.01%
+11,090
1171
$17K ﹤0.01%
+3
1172
$16.8K ﹤0.01%
+19,950
1173
$16.1K ﹤0.01%
+13,800
1174
$8.5K ﹤0.01%
10,000
1175
$5.34K ﹤0.01%
2,000
45 46
47
48 49