Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.4B
AUM Growth
-$2.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,513
New
Increased
Reduced
Closed

Top Buys

1
+$238M
2
+$115M
3
+$102M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$91.8M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$51.7M

Top Sells

1
+$694M
2
+$147M
3
+$128M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$114M
5
VZ icon
Verizon
VZ
+$113M

Sector Composition

1 Technology 8.93%
2 Healthcare 7.65%
3 Financials 6.31%
4 Industrials 5.98%
5 Consumer Staples 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18.7M 0.08%
88,134
-49,898
227
$18.6M 0.08%
593,944
-42,208
228
$18.4M 0.08%
479,433
+83,833
229
$18.2M 0.08%
376,198
+6,011
230
$18.2M 0.08%
78,650
+1,269
231
$18M 0.08%
357,609
+229,188
232
$17.9M 0.08%
356,976
-92,105
233
$17.9M 0.08%
173,819
-1,240,361
234
$17.9M 0.08%
144,412
+12,287
235
$17.9M 0.08%
328,470
+4,154
236
$17.8M 0.08%
678,570
+35,667
237
$17.7M 0.08%
31,862
+405
238
$17.7M 0.08%
55,685
+74
239
$17.6M 0.08%
385,422
+13,802
240
$17.5M 0.07%
865,730
+20,286
241
$17.4M 0.07%
327,853
+18,588
242
$17.4M 0.07%
147,236
-8,908
243
$17.3M 0.07%
43,535
-5,778
244
$17.2M 0.07%
199,163
-1,564
245
$17.2M 0.07%
217,611
-12,668
246
$17M 0.07%
125,246
+29,010
247
$16.9M 0.07%
170,399
+45,421
248
$16.9M 0.07%
298,583
+52,470
249
$16.9M 0.07%
141,696
+19,731
250
$16.9M 0.07%
155,687
-27,754
8 9
10
11 12