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
$1.51B
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$63.8M
2 +$11.7M
3 +$9.31M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$7.97M
5
NEE icon
NextEra Energy
NEE
+$7.82M

Top Sells

1 +$14.2M
2 +$7.31M
3 +$6.43M
4
JPM icon
JPMorgan Chase
JPM
+$5.86M
5
WMT icon
Walmart
WMT
+$4.87M

Sector Composition

1 Technology 19.46%
2 Financials 12.52%
3 Healthcare 8.3%
4 Industrials 6.7%
5 Consumer Discretionary 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-5,175
252
-12,474