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
626
$4.46M 0.02%
42,502
+6,675
627
$4.45M 0.02%
450,245
+53,622
628
$4.45M 0.02%
52,598
-9,980
629
$4.41M 0.02%
19,253
+8,072
630
$4.37M 0.02%
34,155
+2,788
631
$4.36M 0.02%
29,337
+1,212
632
$4.35M 0.02%
327,204
+12,331
633
$4.35M 0.02%
57,606
+9,419
634
$4.34M 0.02%
26,225
-913
635
$4.33M 0.02%
40,374
-505
636
$4.32M 0.02%
11,213
-52
637
$4.3M 0.02%
51,589
-1,259
638
$4.29M 0.02%
16,382
-329
639
$4.29M 0.02%
110,345
+1,262
640
$4.28M 0.02%
33,464
+3,028
641
$4.26M 0.02%
360,707
+21,848
642
$4.24M 0.02%
98,617
+331
643
$4.23M 0.02%
86,195
+458
644
$4.23M 0.02%
70,388
+2,567
645
$4.22M 0.02%
143,984
+34,595
646
$4.17M 0.02%
170,568
+20,023
647
$4.16M 0.02%
7,627
-806
648
$4.16M 0.02%
8,804
+125
649
$4.16M 0.02%
62,184
+150
650
$4.15M 0.02%
12,208
-84
24 25
26
27 28