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
1076
$1.79M 0.01%
50,119
+1,388
1077
$1.79M 0.01%
29,469
-42
1078
$1.78M 0.01%
49,118
+738
1079
$1.78M 0.01%
+43,975
1080
$1.77M 0.01%
198,626
+40,959
1081
$1.76M 0.01%
61,225
+28,930
1082
$1.76M 0.01%
32,756
-299
1083
$1.74M 0.01%
38,219
-18,802
1084
$1.74M 0.01%
17,766
+2,049
1085
$1.74M 0.01%
45,926
-31
1086
$1.74M 0.01%
26,710
-9
1087
$1.73M 0.01%
160,574
+12,481
1088
$1.73M 0.01%
216,261
-79,327
1089
$1.73M 0.01%
51,772
+2,981
1090
$1.72M 0.01%
28,910
+21,382
1091
$1.72M 0.01%
45,256
+222
1092
$1.72M 0.01%
36,077
-8,258
1093
$1.72M 0.01%
174,351
+156,227
1094
$1.72M 0.01%
75,194
-3,650
1095
$1.72M 0.01%
8,262
-33,905
1096
$1.72M 0.01%
6,059
-700
1097
$1.72M 0.01%
54,039
+4,857
1098
$1.71M 0.01%
53,684
-1,726
1099
$1.7M 0.01%
47,468
+1,676
1100
$1.7M 0.01%
92,008
+34,299