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
826
$2.5M 0.01%
42,362
-953
827
$2.48M 0.01%
115,815
+9,288
828
$2.48M 0.01%
54,508
+1,897
829
$2.48M 0.01%
50,826
+32,228
830
$2.48M 0.01%
81,432
+51,368
831
$2.46M 0.01%
78,909
+4,080
832
$2.46M 0.01%
65,638
-8,185
833
$2.46M 0.01%
47,230
+4,388
834
$2.45M 0.01%
74,988
+230
835
$2.45M 0.01%
63,143
-24,175
836
$2.45M 0.01%
26,186
+3,756
837
$2.45M 0.01%
456,097
-2,200
838
$2.44M 0.01%
16,215
+90
839
$2.44M 0.01%
57,480
-5,280
840
$2.44M 0.01%
60,148
+537
841
$2.43M 0.01%
174,130
-23,609
842
$2.43M 0.01%
36,897
+1,877
843
$2.42M 0.01%
49,005
+19,970
844
$2.42M 0.01%
55,839
-15,739
845
$2.41M 0.01%
96,670
+6,338
846
$2.4M 0.01%
67,841
-1,909
847
$2.4M 0.01%
38,346
+7,918
848
$2.38M 0.01%
35,256
-2,871
849
$2.38M 0.01%
160,956
+34,225
850
$2.38M 0.01%
32,726
+255
32 33
34
35 36