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
2326
– –
-3,754
2327
– –
-33,473
2328
– –
-5,099
2329
– –
-21,789
2330
– –
-95,943
2331
– –
-9,465
2332
– –
-733
2333
– –
-13,994
2334
– –
-8,310
2335
– –
-144,448
2336
– –
-6,840
2337
– –
-10,974
2338
– –
-13,746
2339
– –
-5,454
2340
– –
-40,000
2341
– –
-16,824
2342
– –
-3,374
2343
– –
-2,303
2344
– –
-6,083
2345
– –
-3,272
2346
– –
-5,509
2347
– –
-6,805
2348
– –
-108,062
2349
– –
-3,071
2350
– –
-16,892
92 93
94
95 96