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
$1.5B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$14M
3
+$7.76M
4
APD icon
Air Products & Chemicals
APD
+$5.52M
5
PDD icon
Pinduoduo
PDD
+$4.33M

Top Sells

1
+$13.9M
2
+$12M
3
+$9.7M
4
MSFT icon
Microsoft
MSFT
+$8.14M
5
TSM icon
TSMC
TSM
+$7.85M

Sector Composition

1 Technology 17.39%
2 Financials 11.38%
3 Healthcare 8.77%
4 Consumer Staples 6%
5 Consumer Discretionary 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.2M 1.07%
102,102
-48,698
27
$15.6M 1.04%
507,340
-196,777
28
$15.3M 1.01%
253,496
-8,281
29
$14.7M 0.98%
155,987
+152,948
30
$14.5M 0.96%
80,302
-2,227
31
$14.3M 0.95%
116,576
-25,541
32
$14.3M 0.95%
305,641
-10,727
33
$14.2M 0.94%
1,022,661
-7,394
34
$14M 0.93%
33,612
-1,434
35
$14M 0.93%
57,676
+22,804
36
$14M 0.93%
+78,768
37
$14M 0.93%
93,888
+8,228
38
$13.9M 0.92%
92,073
-3,513
39
$13.7M 0.91%
39,393
-255
40
$13.7M 0.91%
325,773
+8,817
41
$13.6M 0.9%
468,913
-13,823
42
$13.2M 0.88%
476,322
+16,388
43
$13.1M 0.87%
26,489
+4,416
44
$13M 0.87%
138,152
-2,180
45
$13M 0.87%
74,491
-2,597
46
$13M 0.87%
5,024,685
+100,660
47
$12.9M 0.86%
16,951
-452
48
$12.8M 0.85%
78,909
-3,736
49
$12.7M 0.85%
45,669
-1,621
50
$12.6M 0.84%
139,980
-45,360
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