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
$17.5B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,174
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$61.9M
3
+$25.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$23M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$22.8M

Top Sells

1
+$57.1M
2
+$25.6M
3
+$21.8M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$19.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.7M

Sector Composition

1 Technology 10.92%
2 Healthcare 7.91%
3 Financials 6.63%
4 Industrials 5.48%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12.9M 0.07%
266,406
+8,622
252
$12.9M 0.07%
39,415
-5,771
253
$12.8M 0.07%
50,751
-11,466
254
$12.7M 0.07%
216,283
+41,846
255
$12.7M 0.07%
78,425
+6,987
256
$12.7M 0.07%
93,565
+1,521
257
$12.5M 0.07%
79,899
-646
258
$12.5M 0.07%
73,572
+11,169
259
$12.4M 0.07%
411,725
+334,866
260
$12.3M 0.07%
33,970
+613
261
$12.2M 0.07%
221,630
+12,700
262
$12.2M 0.07%
38
-1
263
$11.9M 0.07%
15,702
+3,216
264
$11.8M 0.07%
72,761
+15,135
265
$11.8M 0.07%
61,402
+30,033
266
$11.8M 0.07%
326,685
+141,461
267
$11.6M 0.07%
68,362
-437
268
$11.6M 0.07%
515,822
+228,132
269
$11.5M 0.07%
287,464
+81,046
270
$11.4M 0.07%
459,850
-56,000
271
$11.4M 0.06%
518,051
+174,238
272
$11.1M 0.06%
328,235
-29,704
273
$11.1M 0.06%
472,506
-228,200
274
$11M 0.06%
177,101
-7,639
275
$11M 0.06%
173,215
-2,848
9 10
11
12 13