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
2076
-1,600
2077
-13,662
2078
-11,067
2079
-3,257
2080
-10,650
2081
-8,613
2082
-18,300
2083
-20,453
2084
-13,397
2085
-14,290
2086
-55,546
2087
-6,989
2088
-2,568
2089
-3,326
2090
-31,454
2091
-5,601
2092
-2,110
2093
-8,200
2094
-4,537
2095
-12,307
2096
-4,103
2097
-12,542
2098
-3,432
2099
-13,860
2100
-35,441