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
301
$14M 0.06%
252,010
+3,678
302
$14M 0.06%
459,820
+284,962
303
$13.9M 0.06%
664,025
+188,759
304
$13.8M 0.06%
125,290
+4,447
305
$13.6M 0.06%
63,184
+809
306
$13.5M 0.06%
228,269
-24,680
307
$13.4M 0.06%
180,402
+85,257
308
$13.3M 0.06%
223,127
+11,835
309
$13.2M 0.06%
183,124
+10,934
310
$13.2M 0.06%
352,999
+72,394
311
$13.2M 0.06%
141,355
-80,422
312
$12.9M 0.06%
84,737
-4,234
313
$12.9M 0.06%
23,099
+406
314
$12.7M 0.05%
607,401
+77,502
315
$12.7M 0.05%
105,262
-83,340
316
$12.6M 0.05%
26,769
+3,023
317
$12.6M 0.05%
41,768
-46,578
318
$12.5M 0.05%
16,887
-1,664
319
$12.4M 0.05%
145,229
+160
320
$12.4M 0.05%
82,940
+1,764
321
$12.4M 0.05%
232,811
+952
322
$12.4M 0.05%
78,796
+2,365
323
$12.4M 0.05%
43,496
+4,499
324
$12.3M 0.05%
118,542
+29,982
325
$12.3M 0.05%
55,179
-104,596
11 12
13
14 15