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
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$63.8M
2
+$11.7M
3
+$9.31M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$7.97M
5
NEE icon
NextEra Energy
NEE
+$7.82M

Top Sells

1
+$14.2M
2
+$7.31M
3
+$6.43M
4
JPM icon
JPMorgan Chase
JPM
+$5.86M
5
WMT icon
Walmart
WMT
+$4.87M

Sector Composition

1 Technology 19.46%
2 Financials 12.52%
3 Healthcare 8.3%
4 Industrials 6.7%
5 Consumer Discretionary 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.3M 1.01%
178,166
-7,831
27
$15.2M 1.01%
121,007
-26,341
28
$15.1M 1%
175,841
+68,990
29
$15M 0.99%
89,577
-1,338
30
$14.9M 0.99%
108,594
-5,788
31
$14.9M 0.99%
186,539
-8,203
32
$14.9M 0.98%
40,953
-660
33
$14.8M 0.98%
51,061
-3,497
34
$14.5M 0.96%
25,396
-2,879
35
$14.1M 0.93%
104,324
+17,373
36
$14.1M 0.93%
463,791
-8,020
37
$13.8M 0.91%
102,900
-3,497
38
$13.7M 0.9%
12,882
-3,827
39
$13.5M 0.89%
42,667
-1,633
40
$13.4M 0.89%
92,851
-2,859
41
$13.4M 0.89%
290,543
-8,730
42
$13.3M 0.88%
77,123
-21,220
43
$13.2M 0.88%
39,271
-10
44
$12.7M 0.84%
4,685,732
-88,138
45
$12.7M 0.84%
25,032
-955
46
$12.5M 0.83%
55,348
-2,843
47
$12.5M 0.82%
125,150
-1,942
48
$12.4M 0.82%
432,848
-26,094
49
$12.3M 0.81%
87,492
-1,248
50
$12.2M 0.81%
79,084
-900
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