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
$1.51B
AUM Growth
+$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.7M
3
+$15.3M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$15.3M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$13.7M

Top Sells

1
+$61.3M
2
+$14.9M
3
+$14.4M
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$13.9M
5
WY icon
Weyerhaeuser
WY
+$12.1M

Sector Composition

1 Technology 12.41%
2 Financials 10.95%
3 Healthcare 7.23%
4 Consumer Discretionary 6.44%
5 Industrials 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.1M 0.73%
81,682
-20,841
52
$10.9M 0.72%
+392,162
53
$10.8M 0.71%
138,898
-3,198
54
$10.7M 0.71%
98,171
+16,543
55
$10.6M 0.7%
+250,971
56
$10.3M 0.68%
+198,556
57
$10.3M 0.68%
72,712
-36,369
58
$10.1M 0.67%
54,980
-32,548
59
$10.1M 0.67%
229,459
-4,348
60
$9.97M 0.66%
+132,424
61
$9.9M 0.66%
32,018
+7,089
62
$9.89M 0.66%
199,937
-2,804
63
$9.84M 0.65%
33,415
-476
64
$9.83M 0.65%
6,678
-50
65
$9.8M 0.65%
+120,450
66
$9.7M 0.64%
34,624
-438
67
$9.6M 0.64%
21,035
-440
68
$9.58M 0.63%
214,659
+8,426
69
$9.38M 0.62%
469,028
+447,132
70
$9.29M 0.62%
338,380
-1,003
71
$9.28M 0.62%
101,045
-6,064
72
$9.26M 0.61%
+234,545
73
$9.26M 0.61%
693,480
+670,880
74
$9.26M 0.61%
463,220
+13,535
75
$9.23M 0.61%
40,703
+71
1 2
3
4 5