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
1951
– –
-11,550
1952
– –
-4,661
1953
– –
-20,170
1954
– –
-13,443
1955
– –
-5,952
1956
– –
-92,073
1957
– –
-4,254
1958
– –
-6,769
1959
– –
-22,735
1960
– –
-6,425
1961
– –
-2,547
1962
– –
-32,132
1963
– –
-21,507
1964
– –
-28,246
1965
– –
-17,695
1966
– –
-2,793
1967
– –
-33,350
1968
– –
-11,189
1969
– –
-13,966
1970
– –
-4,718
1971
– –
-20,695
1972
– –
-23,015
1973
– –
-8,922
1974
– –
-4,282
1975
– –
-13,964
77 78
79
80 81