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
$1.45B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$13.1M
3
+$11.9M
4
ABBV icon
AbbVie
ABBV
+$10.7M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$9.05M

Top Sells

1
+$28M
2
+$25.9M
3
+$8.38M
4
MSFT icon
Microsoft
MSFT
+$7.86M
5
HSBC icon
HSBC
HSBC
+$7.84M

Sector Composition

1 Technology 13.44%
2 Healthcare 10.76%
3 Financials 8.58%
4 Consumer Staples 7.47%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.4M 0.72%
84,440
-6,138
52
$10.2M 0.71%
91,790
-1,853
53
$10.2M 0.7%
47,242
-2,471
54
$9.97M 0.69%
169,611
-1,874
55
$9.68M 0.67%
123,267
-12,100
56
$9.65M 0.67%
54,041
+198
57
$9.54M 0.66%
827,095
-45,425
58
$9.31M 0.64%
414,754
-18,276
59
$9.3M 0.64%
88,422
-1,908
60
$9.05M 0.62%
+173,377
61
$8.95M 0.62%
91,296
-3,231
62
$8.95M 0.62%
34,973
-2,304
63
$8.95M 0.62%
+102,034
64
$8.86M 0.61%
87,115
-8,386
65
$8.81M 0.61%
311,655
-34,539
66
$8.67M 0.6%
+68,562
67
$8.61M 0.59%
489,518
-338,015
68
$8.47M 0.58%
60,470
-29,292
69
$8.44M 0.58%
+45,028
70
$8.35M 0.58%
550,119
-19,034
71
$8.28M 0.57%
41,921
-1,752
72
$8.27M 0.57%
68,943
+65,892
73
$8.16M 0.56%
35,929
-1,376
74
$7.9M 0.55%
154,342
-11,711
75
$7.9M 0.54%
37,225
-1,491
1 2
3
4 5