JCM
Janney Capital Management Portfolio holdings
AUM
$1.55B
This Quarter Return
+1.18%
1 Year Return
+20.06%
3 Year Return
+63.25%
5 Year Return
+116.31%
10 Year Return
+201.07%
AUM
$1.79B
AUM Growth
+$1.79B
(-2.7%)
Cap. Flow
-$60.1M
Cap. Flow
% of AUM
-3.35%
Top 10 Holdings %
Top 10 Hldgs %
27.81%
Holding
228
New
27
Increased
30
Reduced
135
Closed
21
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$82.8M |
| 2 |
Vanguard Total Bond Market
BND
|
$48.5M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$15.4M |
| 4 |
Kinder Morgan
KMI
|
$14M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$13M |
Top Sells
Sector Composition
| 1 | Technology | 10.79% |
| 2 | Healthcare | 9.63% |
| 3 | Financials | 8.35% |
| 4 | Consumer Staples | 6.92% |
| 5 | Industrials | 6.12% |