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
2001
$237K ﹤0.01%
4,459
-192
2002
$236K ﹤0.01%
8,649
2003
$236K ﹤0.01%
1,561
-346
2004
$236K ﹤0.01%
2,464
+54
2005
$234K ﹤0.01%
+4,379
2006
$234K ﹤0.01%
+6,395
2007
$234K ﹤0.01%
1,646
-41
2008
$234K ﹤0.01%
2,934
+100
2009
$233K ﹤0.01%
3,430
-366
2010
$232K ﹤0.01%
7,738
+1,007
2011
$231K ﹤0.01%
2,719
+116
2012
$231K ﹤0.01%
24,101
2013
$231K ﹤0.01%
6,686
-100
2014
$230K ﹤0.01%
5,735
+108
2015
$230K ﹤0.01%
6,246
-100
2016
$230K ﹤0.01%
708
+50
2017
$230K ﹤0.01%
1,937
+67
2018
$229K ﹤0.01%
6,195
-320
2019
$229K ﹤0.01%
+4,144
2020
$229K ﹤0.01%
26,350
+240
2021
$229K ﹤0.01%
48,038
-10,181
2022
$228K ﹤0.01%
22,869
+6
2023
$228K ﹤0.01%
19,351
+2,073
2024
$227K ﹤0.01%
9,609
+1,458
2025
$226K ﹤0.01%
2,368
+219
79 80
81
82 83