JCM
Janney Capital Management Portfolio holdings
AUM
$1.55B
1-Year Est. Return
20.06%
1 Year Est. Return
+20.06%
AUM
$1.55B
AUM Growth
+$96.6M
(+6.6%)
Holding
237
Top Buys
| 1 | +$10.7M | |
| 2 | +$9.88M | |
| 3 | +$2.87M | |
| 4 |
Shopify
SHOP
|
+$2.58M |
| 5 |
Coupang
CPNG
|
+$2.29M |
Top Sells
| 1 | +$14.6M | |
| 2 | +$5.9M | |
| 3 | +$4.18M | |
| 4 |
Snowflake
SNOW
|
+$2.69M |
| 5 |
Broadcom
AVGO
|
+$1.79M |
Sector Composition
| 1 | Technology | 20.9% |
| 2 | Financials | 13.06% |
| 3 | Consumer Discretionary | 7.35% |
| 4 | Healthcare | 6.93% |
| 5 | Industrials | 6.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Voya Financial
VOYA
$7.06B
| $213K | 0.01% |
3,001
-395
|
|
||
227
Coca-Cola Europacific Partners
CCEP
$41B
| $210K | 0.01% |
2,260
-232
|
|
||
228
UBS Group
UBS
$122B
| $209K | 0.01% |
6,190
-432,337
|
|
||
229
Tenable Holdings
TENB
$3.52B
| $206K | 0.01% |
6,103
-520
|
|
||
230
HUTCHMED
HCM
$2.6B
| $198K | 0.01% |
13,184
-1,714
|
|
||
231
Americold
COLD
$3.88B
| $182K | 0.01% |
10,971
-942
|
|
||
|
VLRS
232
Controladora Vuela Compañía de Aviación
VLRS
$804M
| $175K | 0.01% |
36,776
-4,799
|
|
||
233
Devon Energy
DVN
$20.1B
| – | – |
-5,542
|
|
||
234
LyondellBasell Industries
LYB
$14.9B
| – | – |
-83,765
|
|
||
235
Marathon Petroleum
MPC
$56.1B
| – | – |
-3,033
|
|
||
|
SKX
236
DELISTED
Skechers
SKX
| – | – |
-6,416
|
|
||
237
Tennant Co
TNC
$1.47B
| – | – |
-2,800
|
|