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
1276
$1.18M ﹤0.01%
21,543
+311
1277
$1.18M ﹤0.01%
12,800
+407
1278
$1.18M ﹤0.01%
27,410
+818
1279
$1.18M ﹤0.01%
20,513
+368
1280
$1.18M ﹤0.01%
260,791
-11,263
1281
$1.17M ﹤0.01%
19,319
+1,206
1282
$1.17M ﹤0.01%
105,161
-15,383
1283
$1.17M ﹤0.01%
10,686
-3,547
1284
$1.17M ﹤0.01%
26,738
-184
1285
$1.16M ﹤0.01%
20,376
+1,559
1286
$1.16M ﹤0.01%
1,002
-308
1287
$1.16M ﹤0.01%
34,664
-621
1288
$1.16M ﹤0.01%
20,450
-145
1289
$1.16M ﹤0.01%
38,737
-2,565
1290
$1.16M ﹤0.01%
37,174
-10,727
1291
$1.15M ﹤0.01%
13,195
+5,428
1292
$1.15M ﹤0.01%
31,776
+513
1293
$1.15M ﹤0.01%
87,316
-11,345
1294
$1.14M ﹤0.01%
10,103
+1,970
1295
$1.14M ﹤0.01%
22,825
+10,835
1296
$1.14M ﹤0.01%
17,927
-4,914
1297
$1.14M ﹤0.01%
72,732
-37,833
1298
$1.13M ﹤0.01%
109,506
-22,399
1299
$1.13M ﹤0.01%
102,813
-5,270
1300
$1.13M ﹤0.01%
857,437
+182,239