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
$1.02B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1 +$24.8M
2 +$23.2M
3 +$22.3M
4
MSFT icon
Microsoft
MSFT
+$22.3M
5
JNJ icon
Johnson & Johnson
JNJ
+$21.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.41%
2 Healthcare 12.53%
3 Energy 8.76%
4 Industrials 7.81%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$9.06M 0.89%
+212,876
52
$9.03M 0.89%
+175,343
53
$8.92M 0.88%
+156,075
54
$8.39M 0.82%
+90,063
55
$8.27M 0.81%
+392,839
56
$8.23M 0.81%
+269,184
57
$8.21M 0.81%
+86,321
58
$8.01M 0.79%
+611,580
59
$7.94M 0.78%
+174,135
60
$7.92M 0.78%
+52,392
61
$7.92M 0.78%
+258,928
62
$7.57M 0.74%
+88,554
63
$6.76M 0.66%
+563,794
64
$6.45M 0.63%
+66,488
65
$6.35M 0.62%
+177,597
66
$6.33M 0.62%
+268,121
67
$6.04M 0.59%
+66,844
68
$5.93M 0.58%
+175,017
69
$5.66M 0.56%
+118,056
70
$5.23M 0.51%
+92,213
71
$4.74M 0.47%
+192,070
72
$4.71M 0.46%
+133,272
73
$4.57M 0.45%
+107,143
74
$4.52M 0.44%
+478,770
75
$4.41M 0.43%
+324,245