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
351
$7.78M 0.04%
70,401
+9,288
352
$7.76M 0.04%
261,077
+11,121
353
$7.74M 0.04%
75,073
-30,768
354
$7.73M 0.04%
212,569
+27,464
355
$7.71M 0.04%
52,393
+3,179
356
$7.64M 0.04%
79,011
-1,148
357
$7.63M 0.04%
483,344
+41,563
358
$7.63M 0.04%
171,513
-8,265
359
$7.57M 0.04%
74,292
-1,742
360
$7.56M 0.04%
78,027
-1,528
361
$7.56M 0.04%
93,403
+8,047
362
$7.55M 0.04%
160,864
+27,637
363
$7.55M 0.04%
23,068
+999
364
$7.46M 0.04%
36,187
+27,842
365
$7.44M 0.04%
142,778
+115,366
366
$7.44M 0.04%
98,332
+64,842
367
$7.39M 0.04%
249,827
+29,304
368
$7.38M 0.04%
71,660
-3,356
369
$7.38M 0.04%
116,132
+26,861
370
$7.34M 0.04%
30,780
-801
371
$7.29M 0.04%
79,292
-46,277
372
$7.21M 0.04%
340,024
+20,874
373
$7.19M 0.04%
160,253
-4,199
374
$7.13M 0.04%
87,262
+2,411
375
$7.11M 0.04%
141,739
+3,537
13 14
15
16 17