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
2126
-18,615
2127
-11,550
2128
-4,661
2129
-20,170
2130
-13,443
2131
-5,952
2132
-92,073
2133
-4,254
2134
-6,769
2135
-22,735
2136
-6,425
2137
-2,547
2138
-32,132
2139
-15,581
2140
-17,500
2141
-1,383
2142
-14,625
2143
-10,000
2144
-15,929
2145
-21,566
2146
-112,520
2147
-65,120
2148
-37,791
2149
-17,135
2150
-42,915