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
2101
-21,052
2102
-15,705
2103
-15,995
2104
-17,682
2105
-5,941
2106
-1,678
2107
-6,004
2108
-9,174
2109
-16,563
2110
-2,490
2111
-3,934
2112
-12,269
2113
-3,625
2114
-3,113
2115
-11,589
2116
-25,122
2117
-25,043
2118
-6,907
2119
-255,342
2120
-35,923
2121
-11,821
2122
-52,693
2123
-9,750
2124
-1,429
2125
-4,767