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
1051
$1.88M 0.01%
71,552
-3,066
1052
$1.88M 0.01%
150,878
+8,930
1053
$1.87M 0.01%
21,953
+1,909
1054
$1.87M 0.01%
131,508
+2,600
1055
$1.86M 0.01%
19,998
-3,262
1056
$1.86M 0.01%
27,847
+13,230
1057
$1.86M 0.01%
93,806
+4,653
1058
$1.85M 0.01%
122,824
-11,072
1059
$1.85M 0.01%
62,340
+2,303
1060
$1.85M 0.01%
37,358
-6,625
1061
$1.85M 0.01%
12,632
+326
1062
$1.84M 0.01%
+76,737
1063
$1.84M 0.01%
66,949
+28,379
1064
$1.84M 0.01%
86,461
+750
1065
$1.84M 0.01%
60,347
-1,648
1066
$1.83M 0.01%
29,574
+474
1067
$1.83M 0.01%
99,092
+1,509
1068
$1.82M 0.01%
60,354
+933
1069
$1.81M 0.01%
20,977
+14,824
1070
$1.81M 0.01%
37,121
-449
1071
$1.81M 0.01%
20,355
+9,641
1072
$1.81M 0.01%
38,172
+8,704
1073
$1.8M 0.01%
105,342
+3,572
1074
$1.8M 0.01%
101,633
-1,100
1075
$1.8M 0.01%
79,401
-3,335