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
601
$5M 0.02%
55,264
+4,635
602
$5M 0.02%
+111,491
603
$4.99M 0.02%
11,226
-203
604
$4.99M 0.02%
19,499
-911
605
$4.92M 0.02%
61,960
-8,710
606
$4.91M 0.02%
154,031
+1,536
607
$4.89M 0.02%
49,873
+4,362
608
$4.89M 0.02%
96,859
+6,335
609
$4.88M 0.02%
60,737
-108,727
610
$4.84M 0.02%
35,342
-4,077
611
$4.83M 0.02%
34,608
+10,178
612
$4.78M 0.02%
44,489
-64,682
613
$4.77M 0.02%
44,445
+6,694
614
$4.77M 0.02%
204,666
+9,735
615
$4.75M 0.02%
42,388
-21
616
$4.72M 0.02%
149,709
+4,012
617
$4.63M 0.02%
42,859
-2,859
618
$4.62M 0.02%
316,699
-23,587
619
$4.56M 0.02%
127,240
+8,392
620
$4.55M 0.02%
317,043
+16,678
621
$4.52M 0.02%
180,529
-2,072
622
$4.51M 0.02%
34,257
+1,625
623
$4.5M 0.02%
59,911
+3,431
624
$4.48M 0.02%
66,305
+3,578
625
$4.46M 0.02%
94,353
+3,116
23 24
25
26 27