JCM

Janney Capital Management Portfolio holdings

AUM $1.61B
1-Year Est. Return 19.99%
This Quarter Est. Return
1 Year Est. Return
+19.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.61B
AUM Growth
+$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1 +$8.88M
2 +$5.5M
3 +$4.92M
4
SBUX icon
Starbucks
SBUX
+$4.15M
5
GLW icon
Corning
GLW
+$4.03M

Top Sells

1 +$12.4M
2 +$10.7M
3 +$9.88M
4
UPS icon
United Parcel Service
UPS
+$6.75M
5
C icon
Citigroup
C
+$5.08M

Sector Composition

1 Technology 20.83%
2 Financials 12.87%
3 Consumer Discretionary 7.6%
4 Healthcare 6.91%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GTLS icon
251
Chart Industries
GTLS
$9.17B
-2,539
HBAN icon
252
Huntington Bancshares
HBAN
$25.9B
-13,486
NVO icon
253
Novo Nordisk
NVO
$215B
-143,089
QTRX icon
254
Quanterix
QTRX
$326M
-32,360
TPL icon
255
Texas Pacific Land
TPL
$19.6B
-204