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
401
$4.31M 0.04%
114,143
-19,045
402
$4.31M 0.04%
19,040
+154
403
$4.3M 0.04%
47,178
-337
404
$4.3M 0.04%
465,487
-12,056
405
$4.27M 0.04%
86,288
-2,155
406
$4.23M 0.04%
99,047
-6,200
407
$4.21M 0.04%
39,178
+11,306
408
$4.19M 0.04%
169,247
+8,774
409
$4.18M 0.04%
310,373
-135,151
410
$4.18M 0.04%
98,032
+6,983
411
$4.15M 0.04%
117,478
-3,808
412
$4.15M 0.04%
63,066
-110,848
413
$4.14M 0.04%
+187,086
414
$4.13M 0.04%
51,206
+15,182
415
$4.12M 0.04%
92,231
-81,502
416
$4.12M 0.04%
145,534
-4,588
417
$4.07M 0.04%
532,043
-81,372
418
$4.03M 0.04%
+144,553
419
$4.01M 0.04%
75,747
+12,542
420
$4M 0.04%
54,460
+7,534
421
$3.98M 0.04%
128,644
-5,975
422
$3.96M 0.04%
46,756
-1,400
423
$3.93M 0.04%
136,693
-44,989
424
$3.92M 0.04%
52,240
-12,115
425
$3.89M 0.04%
105,532
+4,106