JCM

Janney Capital Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 20.06%
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$19.7M
3
+$17.3M
4
AAPL icon
Apple
AAPL
+$14.9M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$12.4M

Top Sells

1
+$20.4M
2
+$15.9M
3
+$12.3M
4
GSK icon
GSK
GSK
+$11.2M
5
EMR icon
Emerson Electric
EMR
+$9.56M

Sector Composition

1 Technology 13.88%
2 Financials 10.73%
3 Healthcare 10.07%
4 Energy 6.58%
5 Consumer Staples 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.9M 1.21%
+107,569
27
$13.8M 1.12%
62,155
-23
28
$13.5M 1.1%
311,253
-177,753
29
$13.3M 1.08%
331,467
+3,840
30
$12.8M 1.04%
107,794
+1,077
31
$12.6M 1.02%
135,081
+2,478
32
$12.4M 1.01%
75,787
+1,312
33
$12.4M 1.01%
+129,112
34
$12.3M 1%
130,082
+592
35
$11.8M 0.96%
163,781
-1,747
36
$11.8M 0.96%
72,182
+1,364
37
$11.3M 0.92%
110,400
-1,493
38
$10.7M 0.87%
293,928
-4,825
39
$10.4M 0.85%
58,817
+664
40
$10.4M 0.85%
719,771
+3,323
41
$10.2M 0.83%
20,015
+465
42
$10.1M 0.82%
311,026
-6,558
43
$10.1M 0.82%
+104,171
44
$9.99M 0.81%
159,153
+1,689
45
$9.91M 0.81%
33,808
+651
46
$9.86M 0.8%
78,107
+1,475
47
$9.76M 0.8%
129,658
+256
48
$9.73M 0.79%
37,824
-296
49
$9.59M 0.78%
+59,362
50
$9.33M 0.76%
40,749
-522
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