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
$2.34B
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$28.5M
3
+$21.5M
4
WPP icon
WPP
WPP
+$16.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.3M

Top Sells

1
+$35.3M
2
+$33.1M
3
+$21.5M
4
TPR icon
Tapestry
TPR
+$20.2M
5
GE icon
GE Aerospace
GE
+$13.6M

Sector Composition

1 Technology 10.82%
2 Healthcare 9.76%
3 Financials 7.06%
4 Consumer Staples 5.37%
5 Energy 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.8M 1.06%
362,544
-1,931
27
$24.1M 1.03%
225,690
-49,435
28
$23.5M 1%
684,181
-7,801
29
$23.5M 1%
915,116
+7,095
30
$23.2M 0.99%
548,524
-11,336
31
$22.9M 0.98%
414,601
-732
32
$22.7M 0.97%
652,766
-445
33
$21.7M 0.92%
503,994
-4,494
34
$21.5M 0.92%
+881,995
35
$21.3M 0.91%
451,525
+82,019
36
$21.1M 0.9%
143,434
-3,478
37
$20.3M 0.87%
169,398
+207
38
$19.8M 0.84%
137,066
-3,208
39
$19.7M 0.84%
340,147
+91,805
40
$19.3M 0.82%
365,900
-6,700
41
$19.1M 0.81%
172,032
-353
42
$19.1M 0.81%
481,619
-11,707
43
$19M 0.81%
168,986
-4,220
44
$18.9M 0.81%
1,087,916
+1,877
45
$18.9M 0.81%
296,792
-4,196
46
$18.8M 0.8%
164,790
-4,060
47
$18.6M 0.8%
221,661
+96
48
$18.4M 0.79%
449,744
-130,429
49
$18.2M 0.77%
546,234
-13,815
50
$18M 0.77%
339,783
-5,951
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