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
$1.66B
AUM Growth
+$1.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Sells

1 +$18.9M
2 +$17.1M
3 +$16.3M
4
EMR icon
Emerson Electric
EMR
+$11.8M
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$7.38M

Sector Composition

1 Technology 15.5%
2 Healthcare 13.53%
3 Energy 9.65%
4 Financials 7%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$18.5M 1.12%
356,254
+6,939
27
$18M 1.09%
436,341
+27,636
28
$18M 1.09%
240,421
+5,455
29
$17.5M 1.06%
204,666
+3,532
30
$17.4M 1.05%
622,227
+40,027
31
$17.1M 1.03%
228,236
+14,691
32
$16.9M 1.02%
85,574
+5,956
33
$16.4M 0.99%
733,506
+46,754
34
$16.4M 0.99%
138,427
-137,532
35
$16.3M 0.98%
174,747
+7,945
36
$16.1M 0.97%
249,065
+5,034
37
$15.5M 0.94%
42,074
+1,017
38
$15.5M 0.94%
2,166
+124
39
$15.4M 0.93%
288,060
+5,840
40
$15.3M 0.92%
319,010
+6,398
41
$15.1M 0.91%
+62,645
42
$15M 0.9%
698,034
+44,936
43
$14.7M 0.89%
255,534
+15,616
44
$14.6M 0.88%
164,270
+3,324
45
$14.5M 0.88%
545,822
+33,911
46
$14.5M 0.88%
140,552
+8,544
47
$14.4M 0.87%
281,800
+5,547
48
$14.4M 0.87%
711,316
+15,999
49
$14.3M 0.87%
351,745
+3,889
50
$14.2M 0.86%
647,565
+39,565