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
$2.3B
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$31.2M
3
+$21.7M
4
UPS icon
United Parcel Service
UPS
+$20.3M
5
BP icon
BP
BP
+$20M

Top Sells

1
+$132M
2
+$32.6M
3
+$31.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$23.7M
5
SO icon
Southern Company
SO
+$15.7M

Sector Composition

1 Technology 10.61%
2 Healthcare 9.57%
3 Financials 7.09%
4 Energy 5.84%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.9M 0.74%
308,315
-5,084
52
$16.8M 0.73%
84,275
-804
53
$16.7M 0.73%
978,299
-109,617
54
$16.7M 0.73%
992,846
+221,763
55
$16.6M 0.72%
279,699
-1,295
56
$16.3M 0.71%
299,086
+2,294
57
$16.2M 0.71%
339,510
-273
58
$16.2M 0.71%
446,337
-3,407
59
$16M 0.7%
184,624
-3,645
60
$15.8M 0.69%
537,418
-8,816
61
$15.8M 0.69%
149,186
+3,740
62
$15.6M 0.68%
65,003
-1,169
63
$14.9M 0.65%
503,442
-261,618
64
$14.8M 0.64%
80,515
-1,429
65
$14.7M 0.64%
217,196
-3,731
66
$14.3M 0.62%
179,896
-550
67
$14.2M 0.62%
255,936
+4,132
68
$14.2M 0.62%
56,308
-1,046
69
$14.1M 0.61%
300,649
-3,642
70
$14M 0.61%
127,434
+981
71
$14M 0.61%
100,534
-1,512
72
$13.9M 0.61%
131,434
-831
73
$13.7M 0.6%
342,056
+1,842
74
$13.2M 0.58%
78,723
+9,982
75
$12.8M 0.56%
495,906
+63,352
1 2
3
4 5