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
976
$1.75M 0.01%
77,963
-8,410
977
$1.75M 0.01%
9,518
+2,062
978
$1.74M 0.01%
28,708
+5,745
979
$1.73M 0.01%
87,074
+25,065
980
$1.73M 0.01%
53,656
+10,455
981
$1.73M 0.01%
+68,962
982
$1.73M 0.01%
32,735
+1,000
983
$1.73M 0.01%
8,409
+104
984
$1.73M 0.01%
59,087
+7,481
985
$1.72M 0.01%
88,542
+20,271
986
$1.72M 0.01%
36,235
-785
987
$1.71M 0.01%
11,996
+2,471
988
$1.71M 0.01%
52,195
-22,905
989
$1.7M 0.01%
12,756
-37,954
990
$1.69M 0.01%
49,460
-146
991
$1.68M 0.01%
51,566
-342
992
$1.68M 0.01%
43,533
-4,749
993
$1.68M 0.01%
25,963
-3,799
994
$1.67M 0.01%
4,089
+33
995
$1.66M 0.01%
19,736
-3,458
996
$1.66M 0.01%
45,241
-2,909
997
$1.65M 0.01%
29,140
+4,075
998
$1.64M 0.01%
74,384
+10,512
999
$1.63M 0.01%
20,583
-6,846
1000
$1.63M 0.01%
54,265
38 39
40
41 42