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
$17.5B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,174
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$61.9M
3
+$25.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$23M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$22.8M

Top Sells

1
+$57.1M
2
+$25.6M
3
+$21.8M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$19.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.7M

Sector Composition

1 Technology 10.92%
2 Healthcare 7.91%
3 Financials 6.63%
4 Industrials 5.48%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$76.5M 0.44%
1,193,012
-890,074
52
$74.8M 0.43%
2,100,473
+110,139
53
$74.6M 0.43%
1,096,814
+112,959
54
$74.3M 0.42%
168,367
+3,628
55
$71.5M 0.41%
535,447
+81,106
56
$71.5M 0.41%
686,994
+122,775
57
$71.5M 0.41%
968,768
+70,903
58
$70.8M 0.4%
1,518,216
+71,364
59
$70.6M 0.4%
1,791,604
-49,168
60
$67.5M 0.39%
487,271
+7,440
61
$64.3M 0.37%
893,137
+21,156
62
$64.3M 0.37%
874,380
-49,340
63
$63.7M 0.36%
1,107,714
+21,786
64
$62.5M 0.36%
316,987
+13,416
65
$61.3M 0.35%
1,241,093
+42,361
66
$60.9M 0.35%
695,729
+40,222
67
$60.8M 0.35%
876,792
-24,136
68
$60.8M 0.35%
344,921
-6,356
69
$60.5M 0.35%
4,472,440
-101,640
70
$59.6M 0.34%
1,024,827
+139,008
71
$59.3M 0.34%
233,439
-7,055
72
$58.7M 0.33%
539,674
+12,578
73
$58.5M 0.33%
1,605,440
+300,000
74
$58.1M 0.33%
569,429
+197,308
75
$57.1M 0.33%
687,705
+76,838
1 2
3
4 5