Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $42.2B
1-Year Est. Return 18.09%
This Quarter Est. Return
1 Year Est. Return
+18.09%
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
2101
$201K ﹤0.01%
1,110
-15
2102
$200K ﹤0.01%
26,427
-1,250
2103
$199K ﹤0.01%
14,871
2104
$199K ﹤0.01%
7,389
2105
$198K ﹤0.01%
22,431
-2,200
2106
$196K ﹤0.01%
15,079
-357
2107
$196K ﹤0.01%
+15,492
2108
$196K ﹤0.01%
14,663
+1,081
2109
$194K ﹤0.01%
36,617
-15,120
2110
$193K ﹤0.01%
+13,492
2111
$191K ﹤0.01%
16,305
+868
2112
$191K ﹤0.01%
19,238
-863
2113
$188K ﹤0.01%
17,878
+2,500
2114
$187K ﹤0.01%
13,440
+250
2115
$187K ﹤0.01%
12,215
2116
$185K ﹤0.01%
12,140
+1,656
2117
$184K ﹤0.01%
11,347
-550
2118
$183K ﹤0.01%
15,444
-837
2119
$182K ﹤0.01%
11,891
+419
2120
$179K ﹤0.01%
+20,719
2121
$178K ﹤0.01%
12,820
-1,054
2122
$178K ﹤0.01%
10,917
-900
2123
$177K ﹤0.01%
+10,575
2124
$175K ﹤0.01%
13,425
-18,350
2125
$173K ﹤0.01%
19,444
-3,508
83 84
85
86 87