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
$10.4B
AUM Growth
-$1.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,151
New
Increased
Reduced
Closed

Top Buys

1 +$41.6M
2 +$18.8M
3 +$14.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$14.2M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$14.1M

Top Sells

1 +$24.1M
2 +$15.5M
3 +$13.5M
4
ESRX
Express Scripts Holding Company
ESRX
+$10.7M
5
AET
Aetna Inc
AET
+$10.5M

Sector Composition

1 Healthcare 8.39%
2 Financials 8.23%
3 Technology 8.04%
4 Industrials 5.87%
5 Communication Services 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$5.27M 0.05%
198,860
-29,128
352
$5.27M 0.05%
183,237
-30,622
353
$5.26M 0.05%
153,803
+25,009
354
$5.25M 0.05%
102,868
+8,328
355
$5.21M 0.05%
90,129
+4,462
356
$5.21M 0.05%
449,872
-40,373
357
$5.17M 0.05%
83,218
-8,291
358
$5.16M 0.05%
47,125
-17,955
359
$5.14M 0.05%
430,615
-49,606
360
$5.11M 0.05%
503,035
-26,195
361
$5.09M 0.05%
108,835
-42,065
362
$5.08M 0.05%
98,324
+2,457
363
$5.07M 0.05%
383,696
+322,778
364
$5.03M 0.05%
81,897
+196
365
$5M 0.05%
185,197
-2,036
366
$4.99M 0.05%
249,543
+30,770
367
$4.99M 0.05%
73,254
-1,142
368
$4.94M 0.05%
53,508
-1,303
369
$4.91M 0.05%
101,679
+49,392
370
$4.9M 0.05%
224,224
-5,750
371
$4.87M 0.05%
79,188
+24,937
372
$4.85M 0.05%
61,148
+2,178
373
$4.84M 0.05%
319,663
-4,791
374
$4.83M 0.05%
25,997
+1,627
375
$4.79M 0.05%
81,161
-5,714