JCM

Janney Capital Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 20.06%
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.4B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$8.49M
3
+$6.93M
4
NOW icon
ServiceNow
NOW
+$6.72M
5
UNH icon
UnitedHealth
UNH
+$6.4M

Top Sells

1
+$15.3M
2
+$8.92M
3
+$8.34M
4
META icon
Meta Platforms (Facebook)
META
+$3.6M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.51M

Sector Composition

1 Technology 13.67%
2 Healthcare 10.53%
3 Financials 10.04%
4 Energy 6.59%
5 Consumer Staples 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$229K 0.02%
3,656
-651
227
$224K 0.02%
+7,344
228
$224K 0.02%
3,076
+7
229
$223K 0.02%
7,931
-1,481
230
$222K 0.02%
15,027
-1,327
231
$222K 0.02%
9,146
-588
232
$217K 0.02%
+2,240
233
$217K 0.02%
+915
234
$215K 0.02%
+3,263
235
$212K 0.02%
+609
236
$211K 0.02%
4,192
-465
237
$211K 0.02%
+4,202
238
$206K 0.01%
+6,731
239
$201K 0.01%
+4,719
240
$193K 0.01%
23,099
-3,285
241
$190K 0.01%
13,486
242
$172K 0.01%
19,350
-3,424
243
$161K 0.01%
+12,927
244
$131K 0.01%
12,895
-1,738
245
$131K 0.01%
+15,053
246
– –
-20,872
247
– –
-2,785
248
– –
-8,310
249
– –
-906
250
– –
-1,942
6 7 8 9
10