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
2026
– –
-10,184
2027
– –
-633
2028
– –
-11,402
2029
– –
-10,793
2030
– –
-23,315
2031
– –
-19,292
2032
– –
-11,139
2033
– –
-19,844
2034
– –
-116,449
2035
– –
-9,562
2036
– –
-11,410
2037
– –
-10,268
2038
– –
-28,163
2039
– –
-12,129
2040
– –
-4,876
2041
– –
-21,747
2042
– –
-11,450
2043
– –
-10,261
2044
– –
-8,650
2045
– –
-106,206
2046
– –
-220,876
2047
– –
-14,645
2048
– –
-5,469
2049
– –
-3,975
2050
– –
-4,611
80 81
82
83 84