Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
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
1
$38.8M 1.17%
451,187
+280,569
2
$38.3M 1.15%
2,251,396
+1,352,960
3
$32.6M 0.98%
284,793
+171,897
4
$29.1M 0.87%
164,287
+102,069
5
$28.5M 0.85%
328,292
+209,789
6
$23.8M 0.72%
524,176
+370,070
7
$23.1M 0.69%
189,812
+114,706
8
$22.9M 0.69%
201,612
+177,576
9
$22.6M 0.68%
680,463
+489,316
10
$21.4M 0.64%
+127,512
11
$20.2M 0.61%
790,694
+386,242
12
$19.4M 0.58%
887,474
+719,366
13
$18.1M 0.54%
239,772
+122,780
14
$17.7M 0.53%
772,860
+407,669
15
$17.5M 0.53%
375,803
+165,788
16
$16.8M 0.51%
325,839
+218,707
17
$15.9M 0.48%
384,405
+320,513
18
$15.8M 0.47%
578,750
+265,167
19
$15.1M 0.45%
216,801
+102,225
20
$13.4M 0.4%
389,832
+209,451
21
$13.2M 0.4%
286,195
+162,445
22
$13.1M 0.39%
580,316
+462,536
23
$12.6M 0.38%
158,936
+98,037
24
$12.6M 0.38%
145,191
+72,057
25
$12M 0.36%
216,502
+131,416
1
2 3 4 5