JCM
Janney Capital Management Portfolio holdings
AUM
$1.55B
1-Year Return
20.06%
This Quarter Return
+6.93%
1 Year Return
+20.06%
3 Year Return
+63.25%
5 Year Return
+116.31%
10 Year Return
+201.07%
AUM
$1.5B
AUM Growth
+$13.3M
(+0.89%)
Cap. Flow
-$78.7M
Cap. Flow
% of AUM
-5.24%
Top 10 Holdings %
Top 10 Hldgs %
23.05%
Holding
244
New
10
Increased
31
Reduced
175
Closed
11
Top Buys
| 1 |
Morgan Stanley
MS
|
$14.4M |
| 2 |
Target
TGT
|
$14M |
| 3 |
Citigroup
C
|
$7.76M |
| 4 |
Air Products & Chemicals
APD
|
$5.52M |
| 5 |
Pinduoduo
PDD
|
$4.33M |
Top Sells
| 1 |
Broadcom
AVGO
|
$13.9M |
| 2 |
Caterpillar
CAT
|
$12M |
| 3 |
Darden Restaurants
DRI
|
$9.7M |
| 4 |
Microsoft
MSFT
|
$8.14M |
| 5 |
TSMC
TSM
|
$7.85M |
Sector Composition
| 1 | Technology | 17.39% |
| 2 | Financials | 11.38% |
| 3 | Healthcare | 8.77% |
| 4 | Consumer Staples | 6% |
| 5 | Consumer Discretionary | 5.97% |
