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
$1.65B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$14.6M
3
+$4.27M
4
AAPL icon
Apple
AAPL
+$2.95M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.37M

Top Sells

1
+$17.1M
2
+$12.7M
3
+$12.6M
4
HAL icon
Halliburton
HAL
+$4.28M
5
IAK icon
iShares US Insurance ETF
IAK
+$2.79M

Sector Composition

1 Technology 14.21%
2 Healthcare 13.24%
3 Energy 10.34%
4 Financials 6.76%
5 Industrials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.6M 1.07%
41,057
+1,999
27
$17.5M 1.06%
364,737
+24,545
28
$17.4M 1.05%
230,319
+11,824
29
$17.3M 1.05%
244,031
-60,219
30
$17.1M 1.03%
189,434
+8,051
31
$17.1M 1.03%
648,092
+33,695
32
$16.9M 1.02%
317,957
+22,027
33
$16.8M 1.02%
+686,752
34
$16.7M 1.01%
582,200
+39,475
35
$16.5M 0.99%
349,315
+20,323
36
$16.3M 0.98%
140,097
-20,869
37
$16M 0.97%
239,918
+16,796
38
$16M 0.97%
584,867
+31,623
39
$15.8M 0.96%
213,545
+14,710
40
$15.6M 0.94%
79,618
+844
41
$15.5M 0.94%
312,612
+15,589
42
$15.4M 0.93%
608,000
+41,101
43
$14.9M 0.9%
166,802
+12,326
44
$14.9M 0.9%
695,317
+37,036
45
$14.9M 0.9%
282,220
+14,984
46
$14.6M 0.88%
276,253
+14,334
47
$14.6M 0.88%
+676,179
48
$14.3M 0.87%
653,098
+44,267
49
$14.3M 0.86%
347,856
+17,037
50
$14.3M 0.86%
160,946
+8,103
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