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
$1.51B
AUM Growth
+$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.7M
3
+$15.3M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$15.3M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$13.7M

Top Sells

1
+$61.3M
2
+$14.9M
3
+$14.4M
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$13.9M
5
WY icon
Weyerhaeuser
WY
+$12.1M

Sector Composition

1 Technology 12.41%
2 Financials 10.95%
3 Healthcare 7.23%
4 Consumer Discretionary 6.44%
5 Industrials 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16M 1.06%
155,160
-20,060
27
$15.7M 1.04%
159,411
+155,278
28
$15.7M 1.04%
+548,819
29
$15.1M 1%
292,042
-4,503
30
$14.3M 0.95%
81,810
-1,971
31
$14.3M 0.95%
628,925
-38,718
32
$14.1M 0.93%
287,079
+279,835
33
$14M 0.93%
154,934
-3,178
34
$13.9M 0.92%
267,775
-6,566
35
$13.9M 0.92%
69,792
+25,147
36
$13.9M 0.92%
133,726
-1,188
37
$13.9M 0.92%
516,560
-29,948
38
$13.5M 0.9%
373,835
-7,502
39
$13M 0.86%
135,001
-2,860
40
$12.9M 0.86%
250,711
+36,099
41
$12.7M 0.84%
58,383
-863
42
$12.5M 0.83%
38,297
-788
43
$12.4M 0.82%
214,069
-8,642
44
$12.3M 0.82%
58,300
-786
45
$12.3M 0.82%
25,354
-6,568
46
$11.8M 0.78%
109,103
-2,065
47
$11.7M 0.78%
361,982
+110,506
48
$11.4M 0.76%
41,362
-932
49
$11.4M 0.75%
89,189
+82,703
50
$11.3M 0.75%
728,274
+14,091
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