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
201
$23.7M 0.1%
643,280
+129,400
202
$23.4M 0.1%
57,011
+6,280
203
$23.2M 0.1%
334,636
+22,365
204
$22.8M 0.1%
423,270
-41,740
205
$22.4M 0.1%
274,052
+11,295
206
$22.2M 0.09%
215,128
+10,774
207
$21.7M 0.09%
483,225
+331,693
208
$21.7M 0.09%
186,869
+4,371
209
$21.6M 0.09%
1,276,333
+319,093
210
$21.5M 0.09%
175,920
-667,376
211
$21.4M 0.09%
1,021,417
+70,228
212
$21.3M 0.09%
325,533
-36,897
213
$21.3M 0.09%
139,670
-18,427
214
$20.9M 0.09%
990,093
-10,747
215
$20.3M 0.09%
141,860
+41,080
216
$20.1M 0.09%
410,603
+113,374
217
$19.9M 0.09%
671,442
+4,820
218
$19.4M 0.08%
763,190
+184,629
219
$19.2M 0.08%
146,570
+13,297
220
$19M 0.08%
184,168
+143,733
221
$19M 0.08%
229,783
-931
222
$18.9M 0.08%
160,300
-5,689
223
$18.9M 0.08%
54,601
+8,615
224
$18.8M 0.08%
86,660
+2,075
225
$18.7M 0.08%
125,998
-4,502
7 8
9
10 11