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
$1.49B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$18.7M
3
+$14.4M
4
NOW icon
ServiceNow
NOW
+$12.3M
5
DD icon
DuPont de Nemours
DD
+$12.2M

Top Sells

1
+$10.5M
2
+$7.27M
3
+$5.62M
4
DIS icon
Walt Disney
DIS
+$5.38M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$5.07M

Sector Composition

1 Technology 17.87%
2 Financials 10.23%
3 Healthcare 8.89%
4 Consumer Discretionary 6.96%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.9M 1.14%
142,117
-6,330
27
$16.5M 1.11%
130,297
-8,028
28
$15.1M 1.01%
105,747
-7,123
29
$14.9M 1%
316,368
+77,196
30
$14.4M 0.97%
+39,648
31
$13.9M 0.93%
482,736
-30,433
32
$13.8M 0.93%
142,126
-6,627
33
$13.8M 0.92%
261,777
-6,972
34
$13.7M 0.92%
1,030,055
-62,659
35
$13.5M 0.91%
35,046
-1,637
36
$13.5M 0.9%
85,660
-12,155
37
$13.4M 0.9%
95,586
-1,608
38
$13.2M 0.89%
459,934
+44,969
39
$13.1M 0.88%
77,088
-3,373
40
$13M 0.88%
62,209
-2,060
41
$12.6M 0.85%
30,674
-348
42
$12.5M 0.84%
82,529
-1,233
43
$12.3M 0.83%
47,290
-2,389
44
$12.3M 0.82%
+17,403
45
$12.2M 0.82%
+379,948
46
$12.2M 0.82%
253,344
-15,244
47
$12.1M 0.81%
82,645
-3,459
48
$12M 0.81%
34,658
-1,868
49
$11.9M 0.8%
316,956
-37,695
50
$11.9M 0.8%
23,199
-268
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