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
651
$4.13M 0.02%
258,588
+14,492
652
$4.12M 0.02%
82,122
+57,030
653
$4.11M 0.02%
+63,042
654
$4.11M 0.02%
37,497
+1,030
655
$4.1M 0.02%
9,102
-4,395
656
$4.09M 0.02%
408,693
+324,811
657
$4.03M 0.02%
33,722
+1,456
658
$4.02M 0.02%
23,333
-1,517
659
$4M 0.02%
179,707
+57,216
660
$3.99M 0.02%
55,760
+31,412
661
$3.98M 0.02%
13,246
+1,654
662
$3.98M 0.02%
37,141
-40,634
663
$3.97M 0.02%
86,226
-2
664
$3.92M 0.02%
374,879
+260,537
665
$3.89M 0.02%
289,640
+234,049
666
$3.87M 0.02%
78,593
+2,821
667
$3.84M 0.02%
114,406
+9,307
668
$3.83M 0.02%
11,769
-893
669
$3.82M 0.02%
50,946
-2,623
670
$3.81M 0.02%
170,368
-4,119
671
$3.8M 0.02%
184,835
-10,770
672
$3.79M 0.02%
+197,650
673
$3.77M 0.02%
21,923
+20,231
674
$3.76M 0.02%
22,788
+13,318
675
$3.75M 0.02%
17,961
-160
25 26
27
28 29