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
1976
$250K ﹤0.01%
12,250
+1,500
1977
$250K ﹤0.01%
6,422
-102
1978
$249K ﹤0.01%
8,619
-2,869
1979
$248K ﹤0.01%
4,370
-5,874
1980
$247K ﹤0.01%
11,783
-151
1981
$247K ﹤0.01%
2,216
-492
1982
$247K ﹤0.01%
9,115
-400
1983
$246K ﹤0.01%
+5,806
1984
$245K ﹤0.01%
9,786
+151
1985
$245K ﹤0.01%
6,962
+203
1986
$245K ﹤0.01%
17,222
-3,396
1987
$243K ﹤0.01%
+8,359
1988
$242K ﹤0.01%
+5,058
1989
$242K ﹤0.01%
7,547
-150
1990
$242K ﹤0.01%
+8,246
1991
$241K ﹤0.01%
4,746
1992
$241K ﹤0.01%
+9,591
1993
$240K ﹤0.01%
6,981
+788
1994
$240K ﹤0.01%
1,077
-395
1995
$240K ﹤0.01%
7,438
-4,964
1996
$240K ﹤0.01%
+8,300
1997
$239K ﹤0.01%
31,677
+2,261
1998
$239K ﹤0.01%
+12,500
1999
$237K ﹤0.01%
5,722
-327
2000
$237K ﹤0.01%
1,450
+461
78 79
80
81 82