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
1101
$1.35M 0.01%
+43,357
1102
$1.35M 0.01%
11,405
+1,035
1103
$1.35M 0.01%
39,137
+5,841
1104
$1.34M 0.01%
10,623
-6,088
1105
$1.34M 0.01%
156,600
+10,679
1106
$1.34M 0.01%
41,466
-24,845
1107
$1.34M 0.01%
19,569
+556
1108
$1.33M 0.01%
144,448
+24,639
1109
$1.32M 0.01%
95,612
+449
1110
$1.32M 0.01%
129,951
+33,579
1111
$1.31M 0.01%
151,000
1112
$1.31M 0.01%
13,878
+50
1113
$1.31M 0.01%
14,324
+1,021
1114
$1.31M 0.01%
29,382
+4,639
1115
$1.31M 0.01%
28,100
+2,039
1116
$1.3M 0.01%
30,191
+2,281
1117
$1.3M 0.01%
11,702
-7
1118
$1.3M 0.01%
37,659
-55,254
1119
$1.3M 0.01%
19,587
-17,015
1120
$1.3M 0.01%
3,788
-244
1121
$1.29M 0.01%
17,177
+10,524
1122
$1.29M 0.01%
36,412
-1,333
1123
$1.29M 0.01%
57,643
-31,800
1124
$1.29M 0.01%
44,524
-3,526
1125
$1.28M 0.01%
22,683
-4,938
43 44
45
46 47