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
$25.7B
AUM Growth
+$2.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,690
New
Increased
Reduced
Closed

Top Sells

1 +$118M
2 +$87.6M
3 +$51.1M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$46.3M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$30.7M

Sector Composition

1 Technology 9.88%
2 Healthcare 8.04%
3 Financials 7.44%
4 Industrials 6.47%
5 Consumer Staples 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$3.16M 0.01%
125,068
+102,760
827
$3.15M 0.01%
15,702
+1,556
828
$3.14M 0.01%
50,586
+8,699
829
$3.14M 0.01%
50,004
-10
830
$3.13M 0.01%
19,783
-522
831
$3.12M 0.01%
2,636
+36
832
$3.11M 0.01%
31,324
-17,018
833
$3.1M 0.01%
60,876
+8,391
834
$3.1M 0.01%
59,587
-1,530
835
$3.1M 0.01%
99,879
-26,667
836
$3.09M 0.01%
71,962
+13,740
837
$3.07M 0.01%
41,093
+2,461
838
$3.06M 0.01%
37,314
+376
839
$3.06M 0.01%
99,839
+9,926
840
$3.05M 0.01%
40,035
+5
841
$3.05M 0.01%
31,641
-10,476
842
$3.04M 0.01%
29,104
-1,946
843
$3.03M 0.01%
59,824
-2,523
844
$3.03M 0.01%
10,293
+2,576
845
$3.03M 0.01%
169,650
+4,359
846
$3.03M 0.01%
60,787
+49,250
847
$3.03M 0.01%
266,352
-51,554
848
$3.02M 0.01%
49,112
+651
849
$3.02M 0.01%
58,415
+31,196
850
$3.01M 0.01%
29,700
+7,368