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
676
$3.71M 0.02%
128,390
-94,880
677
$3.7M 0.02%
55,831
+1,402
678
$3.7M 0.02%
27,436
-3,840
679
$3.69M 0.02%
63,278
-540
680
$3.68M 0.02%
18,970
+7,294
681
$3.68M 0.02%
12,373
-5,818
682
$3.67M 0.02%
1,754,576
+1,985
683
$3.65M 0.02%
135,351
-8,000
684
$3.65M 0.02%
35,640
-30,297
685
$3.6M 0.02%
104,510
+54,276
686
$3.59M 0.02%
86,874
+47,311
687
$3.59M 0.02%
154,265
-6,474
688
$3.58M 0.02%
50,785
+3,369
689
$3.58M 0.02%
54,769
+17,124
690
$3.57M 0.02%
79,409
+12,873
691
$3.56M 0.02%
118,224
+2,543
692
$3.56M 0.02%
137,780
+5,970
693
$3.55M 0.02%
115,839
-3,598
694
$3.55M 0.02%
41,477
-13
695
$3.53M 0.02%
22,398
-639
696
$3.53M 0.02%
53,731
+147
697
$3.53M 0.02%
132,438
+12,198
698
$3.51M 0.02%
43,784
-14,138
699
$3.5M 0.02%
148,337
+579
700
$3.5M 0.02%
52,607
-3,234
26 27
28
29 30