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
1901
$411K ﹤0.01%
3,622
+172
1902
$410K ﹤0.01%
39,836
+1,103
1903
$409K ﹤0.01%
+4,675
1904
$407K ﹤0.01%
+28,958
1905
$407K ﹤0.01%
+11,193
1906
$406K ﹤0.01%
32,424
-1,947
1907
$406K ﹤0.01%
20,479
-742
1908
$406K ﹤0.01%
+5,987
1909
$405K ﹤0.01%
19,075
1910
$405K ﹤0.01%
21,623
-737
1911
$405K ﹤0.01%
88,150
-8,100
1912
$404K ﹤0.01%
18,010
+7,772
1913
$404K ﹤0.01%
1,543
+626
1914
$404K ﹤0.01%
21,625
+1,529
1915
$402K ﹤0.01%
+11,766
1916
$401K ﹤0.01%
6,105
+42
1917
$401K ﹤0.01%
81,197
+7,173
1918
$400K ﹤0.01%
5,515
+2,342
1919
$400K ﹤0.01%
17,885
+3,261
1920
$399K ﹤0.01%
6,729
+700
1921
$399K ﹤0.01%
11,907
-108
1922
$399K ﹤0.01%
+8,438
1923
$398K ﹤0.01%
13,110
-17
1924
$397K ﹤0.01%
6,255
-715
1925
$396K ﹤0.01%
+7,545