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
$1.65B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$14.6M
3
+$4.27M
4
AAPL icon
Apple
AAPL
+$2.95M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.37M

Top Sells

1
+$17.1M
2
+$12.7M
3
+$12.6M
4
HAL icon
Halliburton
HAL
+$4.28M
5
IAK icon
iShares US Insurance ETF
IAK
+$2.79M

Sector Composition

1 Technology 14.21%
2 Healthcare 13.24%
3 Energy 10.34%
4 Financials 6.76%
5 Industrials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.1M 0.85%
221,484
+8,507
52
$14.1M 0.85%
132,008
+9,190
53
$14M 0.85%
271,326
+10,275
54
$13.7M 0.83%
511,911
+33,996
55
$12.9M 0.78%
194,866
-258,015
56
$12.9M 0.78%
49,400
+114
57
$12.7M 0.77%
89,966
+3,961
58
$11.3M 0.69%
729,606
+35,737
59
$11.3M 0.69%
115,364
+6,705
60
$11.2M 0.67%
705,694
+48,969
61
$11.1M 0.67%
66,382
+3,164
62
$10.5M 0.64%
181,621
+9,814
63
$10.3M 0.62%
328,236
+840
64
$9.19M 0.56%
186,249
+1,379
65
$8.91M 0.54%
164,849
+2,056
66
$8.76M 0.53%
217,169
+34,726
67
$7.56M 0.46%
96,704
+7,068
68
$7.48M 0.45%
215,082
+702
69
$7.38M 0.45%
122,139
+815
70
$7.33M 0.44%
118,920
+8,439
71
$7.15M 0.43%
228,526
-4,439
72
$7.07M 0.43%
234,966
+17,184
73
$6.91M 0.42%
68,616
+1,304
74
$6.88M 0.42%
68,752
+42,614
75
$6.86M 0.41%
57,766
+431
1 2
3
4 5