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
$1.66B
AUM Growth
+$1.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Sells

1 +$18.9M
2 +$17.1M
3 +$16.3M
4
EMR icon
Emerson Electric
EMR
+$11.8M
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$7.38M

Sector Composition

1 Technology 15.5%
2 Healthcare 13.53%
3 Energy 9.65%
4 Financials 7%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$14.2M 0.86%
691,536
+15,357
52
$14.1M 0.85%
227,319
+5,835
53
$14M 0.85%
142,984
+2,887
54
$13.4M 0.81%
231,678
+228,613
55
$12.9M 0.78%
92,097
+2,131
56
$12.6M 0.76%
276,792
+5,466
57
$12.5M 0.76%
596,517
+11,650
58
$12.5M 0.75%
50,010
+610
59
$12.4M 0.75%
67,699
+1,317
60
$11.7M 0.7%
186,140
+4,519
61
$11.1M 0.67%
754,409
+48,715
62
$10.8M 0.66%
117,721
+2,357
63
$10.6M 0.64%
747,231
+17,625
64
$10.4M 0.63%
334,282
+6,046
65
$9.87M 0.6%
188,604
+2,355
66
$7.95M 0.48%
110,517
+13,813
67
$7.62M 0.46%
268,875
+33,909
68
$7.52M 0.45%
135,489
+16,569
69
$7.44M 0.45%
365,838
+90,020
70
$7.19M 0.43%
61,427
+17,307
71
$6.87M 0.42%
237,336
+2,952
72
$6.84M 0.41%
218,032
+2,950
73
$6.43M 0.39%
232,053
+3,527
74
$6.34M 0.38%
163,634
+2,344
75
$6.3M 0.38%
69,505
+753