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
1226
$563K 0.01%
13,883
-1,872
1227
$562K 0.01%
18,502
+3,768
1228
$562K 0.01%
13,628
+816
1229
$562K 0.01%
43,695
-4,150
1230
$561K 0.01%
26,800
-2,830
1231
$560K 0.01%
54,885
+4,000
1232
$560K 0.01%
29,303
-608
1233
$558K 0.01%
31,301
-1,928
1234
$558K 0.01%
19,090
-14,342
1235
$558K 0.01%
31,598
+7,857
1236
$556K 0.01%
25,016
+17,092
1237
$555K 0.01%
18,152
-2,653
1238
$554K 0.01%
30,713
-9,341
1239
$553K 0.01%
9,275
-9,959
1240
$552K 0.01%
+17,261
1241
$551K 0.01%
3,587
-2,530
1242
$548K 0.01%
13,099
-816
1243
$548K 0.01%
32,215
-572
1244
$545K 0.01%
19,727
-8,933
1245
$545K 0.01%
30,591
-2,690
1246
$544K 0.01%
61,347
-1,632
1247
$544K 0.01%
47,287
-60,844
1248
$544K 0.01%
6,686
+1,692
1249
$542K 0.01%
16,070
-1,220
1250
$541K 0.01%
12,022
-2,070