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
51
$93.3M 0.4%
1,101,105
+39,367
52
$91.9M 0.39%
1,112,714
+9,177
53
$91.3M 0.39%
902,300
-19,006
54
$91.2M 0.39%
947,600
-663,807
55
$91.1M 0.39%
544,082
+3,295
56
$91M 0.39%
382,516
-21,835
57
$89.8M 0.38%
569,210
+133,075
58
$89.1M 0.38%
400,595
+170
59
$88.5M 0.38%
1,785,155
+115,042
60
$88M 0.38%
1,420,050
+6,619
61
$85.7M 0.37%
688,333
-375,990
62
$84.3M 0.36%
1,086,435
-106,681
63
$84M 0.36%
517,763
+50,000
64
$83.7M 0.36%
754,278
+89,970
65
$81.9M 0.35%
1,237,281
+46,513
66
$80.2M 0.34%
900,751
-71,966
67
$78.5M 0.34%
1,178,911
+200,319
68
$76.5M 0.33%
309,404
+4,786
69
$75.9M 0.32%
496,655
+30,848
70
$75M 0.32%
180,186
-5,863
71
$73.2M 0.31%
562,683
+42,712
72
$72.7M 0.31%
1,354,250
+164,035
73
$71.5M 0.31%
1,164,849
+116,237
74
$70.1M 0.3%
898,860
+6,532
75
$69.6M 0.3%
157,680
+1,922
1 2
3
4 5