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
$1.74B
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$22M
3
+$21.6M
4
MCD icon
McDonald's
MCD
+$20.5M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$16.8M

Top Sells

1
+$33.4M
2
+$26.2M
3
+$15.5M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$5.68M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$5.63M

Sector Composition

1 Technology 15.71%
2 Healthcare 13.71%
3 Energy 7.93%
4 Industrials 7.51%
5 Financials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15M 0.86%
651,789
+4,224
52
$14.9M 0.86%
196,932
+10,792
53
$14.8M 0.85%
43,821
+1,747
54
$14.4M 0.83%
681,139
-16,895
55
$13.9M 0.8%
71,529
+3,830
56
$13.3M 0.77%
97,343
+5,246
57
$12.6M 0.73%
+454,062
58
$11.9M 0.68%
664,768
-26,768
59
$10.9M 0.63%
266,059
-85,686
60
$10.8M 0.62%
783,565
+36,334
61
$10.6M 0.61%
487,679
+121,841
62
$10.3M 0.59%
209,629
+21,025
63
$9.95M 0.57%
147,629
+4,645
64
$9.94M 0.57%
252,735
+3,670
65
$9.21M 0.53%
114,509
-3,212
66
$9.04M 0.52%
34,245
-15,765
67
$8.61M 0.5%
68,550
+7,123
68
$8.27M 0.48%
527,129
+87,693
69
$8.11M 0.47%
117,218
+6,701
70
$8.03M 0.46%
285,403
+16,528
71
$7.79M 0.45%
141,868
+6,379
72
$7.51M 0.43%
176,127
+19,693
73
$7.14M 0.41%
172,583
+31,962
74
$6.76M 0.39%
306,791
+139,014
75
$6.36M 0.37%
55,032
+1,026
1 2
3
4 5