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 Universal USD Bond 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
2301
– –
-3,865
2302
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-230
2303
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-25,853
2304
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-10,886
2305
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-22,654
2306
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-17,898
2307
– –
-28,843
2308
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-75,300
2309
– –
-10,971
2310
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-21,038
2311
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-21,994
2312
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-195
2313
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-11,618
2314
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-62,063
2315
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-72,855
2316
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-4,065
2317
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-40,050
2318
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-7,898
2319
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-4,500
2320
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-15,000
2321
– –
-20,091
2322
– –
-8,000
2323
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-32,010
2324
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-152,556
2325
– –
-51,980
91 92
93
94 95