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
$2.3B
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$31.2M
3
+$21.7M
4
UPS icon
United Parcel Service
UPS
+$20.3M
5
BP icon
BP
BP
+$20M

Top Sells

1
+$132M
2
+$32.6M
3
+$31.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$23.7M
5
SO icon
Southern Company
SO
+$15.7M

Sector Composition

1 Technology 10.61%
2 Healthcare 9.57%
3 Financials 7.09%
4 Energy 5.84%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25.8M 1.12%
325,161
-5,092
27
$23.8M 1.04%
412,134
-2,467
28
$23.6M 1.03%
360,124
-2,420
29
$22.8M 1%
370,952
-3,831
30
$22.7M 0.99%
674,895
-9,286
31
$22.7M 0.99%
648,261
-4,505
32
$22.4M 0.97%
532,912
-15,612
33
$22.2M 0.97%
201,862
-23,828
34
$21.7M 0.95%
+413,389
35
$20.7M 0.9%
472,805
-8,814
36
$20.4M 0.89%
134,715
-2,351
37
$20.3M 0.88%
+193,974
38
$20.2M 0.88%
537,309
+531,941
39
$20.2M 0.88%
504,738
+744
40
$19.6M 0.85%
439,797
-11,728
41
$19.5M 0.85%
140,643
-2,791
42
$19.3M 0.84%
161,657
-3,133
43
$18.9M 0.82%
386,861
+22,505
44
$18.7M 0.81%
170,648
-1,384
45
$18.7M 0.81%
359,680
-6,220
46
$18.3M 0.8%
167,952
-1,446
47
$18M 0.78%
250,194
-1,580
48
$17.4M 0.76%
165,786
-3,200
49
$17M 0.74%
219,863
-1,798
50
$17M 0.74%
960,957
+262,896
1
2
3 4 5