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
1176
$1.44M 0.01%
8,611
-1,622
1177
$1.44M 0.01%
15,869
+600
1178
$1.44M 0.01%
26,835
+3,250
1179
$1.43M 0.01%
55,891
-5,924
1180
$1.43M 0.01%
49,371
-10,606
1181
$1.43M 0.01%
59,680
-2,758
1182
$1.43M 0.01%
30,372
-1,363
1183
$1.43M 0.01%
41,213
+1,326
1184
$1.42M 0.01%
224,579
+29,093
1185
$1.42M 0.01%
47,297
-157,175
1186
$1.42M 0.01%
79,533
+38,928
1187
$1.42M 0.01%
45,397
+14,002
1188
$1.41M 0.01%
15,857
-114,202
1189
$1.41M 0.01%
25,497
-15,525
1190
$1.41M 0.01%
30,657
+5,911
1191
$1.41M 0.01%
36,533
+1,233
1192
$1.41M 0.01%
82,475
-63,442
1193
$1.41M 0.01%
26,369
-6,925
1194
$1.41M 0.01%
58,029
+6,050
1195
$1.4M 0.01%
15,324
+4,666
1196
$1.39M 0.01%
+62,018
1197
$1.39M 0.01%
24,478
+24
1198
$1.39M 0.01%
45,260
-10,569
1199
$1.38M 0.01%
8,887
+5,600
1200
$1.38M 0.01%
+50,475