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
451
$7.84M 0.03%
153,304
+7,485
452
$7.82M 0.03%
164,944
+35,316
453
$7.78M 0.03%
182,199
-33,020
454
$7.78M 0.03%
235,493
+33,695
455
$7.77M 0.03%
151,276
+2,724
456
$7.7M 0.03%
131,097
+7,165
457
$7.69M 0.03%
99,923
-7,031
458
$7.65M 0.03%
1,984,898
+97,232
459
$7.61M 0.03%
391,001
+19,391
460
$7.59M 0.03%
+425,927
461
$7.55M 0.03%
113,960
+13,408
462
$7.53M 0.03%
74,004
+9,564
463
$7.5M 0.03%
145,510
+5,395
464
$7.48M 0.03%
49,994
+3,088
465
$7.48M 0.03%
26,361
+3,032
466
$7.48M 0.03%
27,976
+1,748
467
$7.47M 0.03%
686,697
+33,376
468
$7.46M 0.03%
40,278
-495
469
$7.42M 0.03%
105,923
-10,608
470
$7.4M 0.03%
288,739
-102,768
471
$7.4M 0.03%
253,555
+11,993
472
$7.39M 0.03%
102,240
+43,956
473
$7.37M 0.03%
4,994
-283
474
$7.29M 0.03%
158,803
-8,879
475
$7.27M 0.03%
69,758
-823
17 18
19
20 21