Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $40.4B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
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
+$237M
2
+$119M
3
+$98.3M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$92.4M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$53.1M

Top Sells

1
+$694M
2
+$147M
3
+$126M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$118M
5
VZ icon
Verizon
VZ
+$113M

Sector Composition

1 Technology 8.93%
2 Healthcare 7.65%
3 Financials 6.31%
4 Industrials 5.99%
5 Consumer Staples 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2301
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2302
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2303
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-40,050
2304
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-7,898
2305
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2307
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-15,000
2308
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-5,739
2309
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2310
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-894
2311
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2312
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-41,164
2313
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2314
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2315
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2316
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2317
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2318
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2319
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2320
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2321
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-91,482
2322
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-2,965
2323
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2324
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-23,011
2325
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-10,793
91 92
93
94 95