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
501
$6.64M 0.03%
68,587
+3,053
502
$6.57M 0.03%
143,775
+47,040
503
$6.53M 0.03%
147,705
+41,689
504
$6.5M 0.03%
49,040
+1,949
505
$6.46M 0.03%
799,007
+124,366
506
$6.45M 0.03%
91,305
-36,632
507
$6.42M 0.03%
131,364
+31,869
508
$6.42M 0.03%
111,694
+674
509
$6.42M 0.03%
212,059
+358
510
$6.41M 0.03%
85,295
-9,313
511
$6.37M 0.03%
73,165
-2,350
512
$6.33M 0.03%
138,109
-7,841
513
$6.33M 0.03%
44,622
+1,843
514
$6.32M 0.03%
115,161
-25,740
515
$6.31M 0.03%
395,916
+111,563
516
$6.3M 0.03%
179,876
-318
517
$6.29M 0.03%
57,002
+1,213
518
$6.28M 0.03%
115,760
+18,085
519
$6.28M 0.03%
79,734
+5,191
520
$6.27M 0.03%
110,253
+10,288
521
$6.25M 0.03%
86,584
+11,874
522
$6.24M 0.03%
248,580
+1,562
523
$6.23M 0.03%
66,469
+1,902
524
$6.21M 0.03%
61,271
-11,445
525
$6.19M 0.03%
76,948
+37,816
19 20
21
22 23