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
701
$3.5M 0.02%
312,880
+1,165
702
$3.47M 0.01%
14,285
-1,212
703
$3.47M 0.01%
70,578
-13,727
704
$3.47M 0.01%
50,101
-11,601
705
$3.46M 0.01%
45,450
-1,228
706
$3.44M 0.01%
53,057
-3,820
707
$3.43M 0.01%
99,287
+22,615
708
$3.42M 0.01%
21,567
-2,871
709
$3.39M 0.01%
84,545
+69,849
710
$3.38M 0.01%
135,675
-2,903
711
$3.38M 0.01%
37,152
+1,030
712
$3.38M 0.01%
21,676
+52
713
$3.37M 0.01%
67,998
-153,651
714
$3.36M 0.01%
339,196
715
$3.35M 0.01%
26,845
-1,161
716
$3.34M 0.01%
29,171
-1,769
717
$3.33M 0.01%
13,428
+1,119
718
$3.32M 0.01%
61,720
-4,993
719
$3.31M 0.01%
26,477
-847
720
$3.3M 0.01%
29,755
-431
721
$3.3M 0.01%
102,766
-178,272
722
$3.3M 0.01%
35,238
-2,730
723
$3.29M 0.01%
11,658
-607
724
$3.28M 0.01%
42,712
-1,479
725
$3.27M 0.01%
41,221
+1,188
27 28
29
30 31