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

Top Sells

1
+$1.45M
2
+$1.21M
3
+$1.03M
4
VNO icon
Vornado Realty Trust
VNO
+$980K
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 Technology 5.52%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.35M 0.1%
243,290
+195,415
152
$3.32M 0.1%
79,316
+43,875
153
$3.3M 0.1%
62,808
+40,401
154
$3.3M 0.1%
+51,797
155
$3.29M 0.1%
+1,199
156
$3.29M 0.1%
+89,108
157
$3.27M 0.1%
38,518
+5,670
158
$3.24M 0.1%
+59,982
159
$3.23M 0.1%
42,869
-1,234
160
$3.22M 0.1%
+63,528
161
$3.21M 0.1%
55,517
+25,802
162
$3.17M 0.1%
+73,111
163
$3.16M 0.1%
60,072
-706
164
$3.15M 0.09%
72,558
+52,720
165
$3.1M 0.09%
+65,881
166
$3.1M 0.09%
+20,128
167
$3.08M 0.09%
+30,087
168
$3.08M 0.09%
131,203
+96,806
169
$3.07M 0.09%
48,958
+24,993
170
$3.07M 0.09%
33,012
+3,549
171
$3.06M 0.09%
40,152
+30,228
172
$3.06M 0.09%
+63,770
173
$3.05M 0.09%
+69,640
174
$3.03M 0.09%
39,014
+27,958
175
$3.01M 0.09%
84,334
+60,972
5 6
7
8 9