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
1051
$1.51M 0.01%
25,638
+20
1052
$1.51M 0.01%
+15,218
1053
$1.5M 0.01%
7,245
+1,273
1054
$1.5M 0.01%
57,414
-2,836
1055
$1.5M 0.01%
6,096
-2,011
1056
$1.5M 0.01%
12,888
+1,108
1057
$1.5M 0.01%
7,542
-532
1058
$1.49M 0.01%
65,989
+36,145
1059
$1.48M 0.01%
16,123
+7,353
1060
$1.48M 0.01%
27,926
+1,726
1061
$1.48M 0.01%
30,599
-9,400
1062
$1.47M 0.01%
20,099
-299
1063
$1.47M 0.01%
68,422
+684
1064
$1.47M 0.01%
30,044
-2,587
1065
$1.47M 0.01%
8,613
-283
1066
$1.47M 0.01%
26,750
+13,589
1067
$1.46M 0.01%
12,364
+8,452
1068
$1.45M 0.01%
108,408
+14,550
1069
$1.45M 0.01%
6,936
-931
1070
$1.45M 0.01%
9,653
+3,135
1071
$1.44M 0.01%
65,307
-1,998
1072
$1.43M 0.01%
133,137
+9,894
1073
$1.43M 0.01%
4,438
-2,733
1074
$1.43M 0.01%
38,614
+2,190
1075
$1.43M 0.01%
+39,521
41 42
43
44 45