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
1976
– –
-29,740
1977
– –
-25,180
1978
– –
-12,762
1979
– –
-9,823
1980
– –
-9,720
1981
– –
-29,847
1982
– –
-12,032
1983
– –
-11,500
1984
– –
-48,401
1985
– –
-2,131
1986
– –
-11,400
1987
– –
-39,346
1988
– –
-15,581
1989
– –
-17,500
1990
– –
-3,975
1991
– –
-7,663
1992
– –
-10,650
1993
– –
-33,535
1994
– –
-1,383
1995
– –
-14,625
1996
– –
-15,929
1997
– –
-21,566
1998
– –
-112,520
1999
– –
-65,120
2000
– –
-37,791
78 79
80
81 82