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
76
$68.6M 0.29%
1,309,050
+47,656
77
$68.4M 0.29%
238,896
+2,596
78
$65.1M 0.28%
113,105
+2,295
79
$64.5M 0.28%
84,457
+4,289
80
$63.9M 0.27%
1,739,331
+423,869
81
$63.3M 0.27%
813,161
+17,879
82
$63.3M 0.27%
312,867
-9,376
83
$62.6M 0.27%
598,678
-270,027
84
$62.2M 0.27%
851,540
+18,391
85
$61.6M 0.26%
615,261
-278,214
86
$60.6M 0.26%
542,277
+40,302
87
$60.2M 0.26%
270,259
-748
88
$60M 0.26%
230,817
-13,245
89
$58.1M 0.25%
3,257,902
-97,036
90
$58.1M 0.25%
228,380
+6,218
91
$57.9M 0.25%
1,445,551
+281,040
92
$57.7M 0.25%
783,659
-8,866
93
$56.4M 0.24%
1,222,572
+34,425
94
$56.3M 0.24%
305,168
+7,514
95
$56.2M 0.24%
799,020
+2,443
96
$55.1M 0.24%
201,509
+846
97
$55M 0.24%
408,514
-102,359
98
$54.5M 0.23%
337,250
-9,651
99
$53.4M 0.23%
429,273
+24,114
100
$53.1M 0.23%
248,441
-7,971
2 3
4
5 6