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
176
$27.9M 0.12%
106,911
+52,024
177
$27.9M 0.12%
221,124
-3,228
178
$27.7M 0.12%
602,031
+29,733
179
$27.7M 0.12%
204,600
+64,043
180
$27.4M 0.12%
81,320
-5,590
181
$27.2M 0.12%
118,226
+45,429
182
$27.2M 0.12%
82,379
-9,780
183
$27.1M 0.12%
297,501
-886
184
$27.1M 0.12%
204,903
+153,004
185
$26.4M 0.11%
479,058
+7,184
186
$26.3M 0.11%
195,677
-31,923
187
$26.3M 0.11%
474,746
+9,686
188
$26.2M 0.11%
511,029
+142,224
189
$26M 0.11%
358,538
+10,380
190
$25.7M 0.11%
292,561
+46,946
191
$25.7M 0.11%
195,972
+16,271
192
$25.3M 0.11%
406,417
-120,067
193
$25.3M 0.11%
331,072
-3,659
194
$25.1M 0.11%
91,129
+473
195
$25.1M 0.11%
903,698
+25,474
196
$25.1M 0.11%
330,649
+8,105
197
$25M 0.11%
409,255
+75,571
198
$25M 0.11%
877,878
+309,378
199
$24.9M 0.11%
189,810
-6,463
200
$24.6M 0.11%
366,607
-35,046
6 7
8
9 10