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
151
$32.5M 0.14%
331,864
+21,344
152
$32.4M 0.14%
384,044
-19,586
153
$32.3M 0.14%
604,957
-30,595
154
$32.1M 0.14%
349,634
+26,922
155
$31.8M 0.14%
231,906
+58,082
156
$30.4M 0.13%
367,511
+2,024
157
$30.3M 0.13%
99,290
-28,499
158
$30.3M 0.13%
149,120
+4,281
159
$30M 0.13%
203,094
-15,546
160
$29.9M 0.13%
131,460
+7,636
161
$29.8M 0.13%
360,664
+8,946
162
$29.6M 0.13%
79,034
-17,762
163
$29.5M 0.13%
189,335
-3,628
164
$29.5M 0.13%
882,401
+8,344
165
$29.4M 0.13%
117,696
+941
166
$29M 0.12%
90,797
+6,343
167
$29M 0.12%
357,850
-35,515
168
$28.7M 0.12%
1,517,276
+221,229
169
$28.7M 0.12%
493,142
+88,296
170
$28.6M 0.12%
286,424
-33,191
171
$28.6M 0.12%
113,942
-15
172
$28.4M 0.12%
99,616
+7,732
173
$28.3M 0.12%
68,875
+18,418
174
$28.1M 0.12%
628,596
+49,622
175
$28M 0.12%
168,629
-19,935
5 6
7
8 9