JCM

Janney Capital Management Portfolio holdings

AUM $1.59B
1-Year Est. Return 23.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.2%
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 +$9.18M
2 +$6.31M
3 +$4.92M
4
SBUX icon
Starbucks
SBUX
+$4.39M
5
PRMB
Primo Brands
PRMB
+$4.1M

Top Sells

1 +$12.4M
2 +$9.99M
3 +$9.88M
4
UPS icon
United Parcel Service
UPS
+$7.32M
5
C icon
Citigroup
C
+$4.75M

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
COLD icon
251
Americold
COLD
$3.72B
-10,971
COOP
252
DELISTED
Mr. Cooper
COOP
-3,603
CRM icon
253
Salesforce
CRM
$181B
-837
QTRX icon
254
Quanterix
QTRX
$296M
-32,360
TPL icon
255
Texas Pacific Land
TPL
$36.6B
-612