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
1676
$583K ﹤0.01%
76,656
1677
$581K ﹤0.01%
19,625
+2,785
1678
$580K ﹤0.01%
+11,830
1679
$580K ﹤0.01%
85,105
+4,822
1680
$578K ﹤0.01%
8,225
-4,980
1681
$578K ﹤0.01%
35,800
+677
1682
$578K ﹤0.01%
31,370
-532
1683
$574K ﹤0.01%
12,751
+3
1684
$573K ﹤0.01%
8,634
+2,079
1685
$573K ﹤0.01%
4,573
-234
1686
$573K ﹤0.01%
26,361
-272
1687
$570K ﹤0.01%
27,801
-11,603
1688
$570K ﹤0.01%
9,783
-132,593
1689
$569K ﹤0.01%
16,856
+128
1690
$569K ﹤0.01%
43,555
-250
1691
$569K ﹤0.01%
32,604
-3,850
1692
$567K ﹤0.01%
223,066
-8,169
1693
$567K ﹤0.01%
25,792
-1,130
1694
$566K ﹤0.01%
88,675
+2,376
1695
$566K ﹤0.01%
14,172
-786
1696
$564K ﹤0.01%
83,613
-27,044
1697
$563K ﹤0.01%
11,380
+2,153
1698
$563K ﹤0.01%
11,430
-20,960
1699
$562K ﹤0.01%
+19,123
1700
$562K ﹤0.01%
12,050
-19,454