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
576
$5.45M 0.02%
40,240
-1,552
577
$5.44M 0.02%
223,091
+21,019
578
$5.43M 0.02%
109,068
+29,089
579
$5.43M 0.02%
149,998
-2,941
580
$5.39M 0.02%
51,128
+2,169
581
$5.39M 0.02%
235,526
+76,363
582
$5.34M 0.02%
121,566
+7,635
583
$5.3M 0.02%
106,458
+35,779
584
$5.29M 0.02%
60,003
-13,029
585
$5.29M 0.02%
54,978
-121,479
586
$5.26M 0.02%
21,755
+147
587
$5.25M 0.02%
34,203
+585
588
$5.25M 0.02%
39,974
+3,666
589
$5.23M 0.02%
+214,054
590
$5.23M 0.02%
92,240
+7,779
591
$5.23M 0.02%
206,943
+1,790
592
$5.19M 0.02%
51,959
+1,209
593
$5.15M 0.02%
277,259
-16,686
594
$5.15M 0.02%
46,701
-743
595
$5.15M 0.02%
57,410
+3,321
596
$5.14M 0.02%
43,388
-1,701
597
$5.11M 0.02%
582,413
+801
598
$5.07M 0.02%
139,776
+13,746
599
$5.02M 0.02%
37,296
+20,650
600
$5.01M 0.02%
106,813
-8,950
22 23
24
25 26