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
2026
$224K ﹤0.01%
3,610
-84
2027
$224K ﹤0.01%
3,668
-489
2028
$222K ﹤0.01%
3,206
2029
$222K ﹤0.01%
25,500
2030
$222K ﹤0.01%
24,970
+9,286
2031
$222K ﹤0.01%
2,936
-1,091
2032
$222K ﹤0.01%
+8,455
2033
$221K ﹤0.01%
1,853
-252
2034
$221K ﹤0.01%
21,651
-85
2035
$221K ﹤0.01%
+361
2036
$221K ﹤0.01%
+6,284
2037
$221K ﹤0.01%
3,649
+55
2038
$220K ﹤0.01%
5,023
-2,812
2039
$220K ﹤0.01%
1,305
-80
2040
$219K ﹤0.01%
4,209
-12,886
2041
$218K ﹤0.01%
14,190
-246
2042
$217K ﹤0.01%
35,070
-2,900
2043
$217K ﹤0.01%
+5,997
2044
$217K ﹤0.01%
+3,732
2045
$216K ﹤0.01%
89,608
+69,076
2046
$215K ﹤0.01%
5,005
-77,125
2047
$215K ﹤0.01%
17,441
2048
$215K ﹤0.01%
+4,916
2049
$214K ﹤0.01%
9,719
-216,386
2050
$213K ﹤0.01%
+3,417
80 81
82
83 84