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 8.24%
3 Technology 8.04%
4 Industrials 5.87%
5 Communication Services 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
-16,865
1952
-9,328
1953
-3,229
1954
-950
1955
-1,890
1956
-6,695
1957
-10,205
1958
-6,827
1959
-12,871
1960
-25,180
1961
-15,241
1962
-14,268
1963
-4,774
1964
-2,099
1965
-1,907
1966
-22,365
1967
-24,598
1968
-4,764
1969
-2
1970
-1,999
1971
-9,827
1972
-10,812
1973
-459
1974
-21,507
1975
-28,246