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
$2.34B
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$28.5M
3
+$21.5M
4
WPP icon
WPP
WPP
+$16.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.3M

Top Sells

1
+$35.3M
2
+$33.1M
3
+$21.5M
4
TPR icon
Tapestry
TPR
+$20.2M
5
GE icon
GE Aerospace
GE
+$13.6M

Sector Composition

1 Technology 10.82%
2 Healthcare 9.76%
3 Financials 7.06%
4 Consumer Staples 5.37%
5 Energy 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.6M 0.75%
313,399
-5,901
52
$17.5M 0.75%
251,774
+1,330
53
$17M 0.73%
145,446
-9,310
54
$16.9M 0.72%
85,079
+82,433
55
$16.5M 0.7%
66,172
-1,525
56
$16.4M 0.7%
220,927
-90,100
57
$16.3M 0.7%
+180,446
58
$16.2M 0.69%
364,356
-26,000
59
$16.1M 0.69%
81,944
-1,790
60
$16M 0.68%
102,194
+35,105
61
$15.7M 0.67%
326,759
-323
62
$15.5M 0.66%
188,269
-4,585
63
$15.4M 0.66%
280,994
-8,896
64
$15.3M 0.65%
126,453
-1,867
65
$14.9M 0.63%
304,291
-7,625
66
$14.8M 0.63%
53,820
-1,110
67
$14.7M 0.63%
177,576
-5,411
68
$14.6M 0.62%
57,354
-1,494
69
$14.6M 0.62%
132,265
-319
70
$14.2M 0.6%
973,446
-23,563
71
$14.2M 0.6%
195,324
-16,105
72
$14M 0.6%
340,214
-4,381
73
$14M 0.6%
102,046
-2,633
74
$13.8M 0.59%
+771,083
75
$12.9M 0.55%
88,454
-2,163
1 2
3
4 5