JCM

Janney Capital Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 20.06%
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.85M
3
+$6.45M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$5.73M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$5.72M

Top Sells

1
+$13.9M
2
+$12.3M
3
+$11.6M
4
ITB icon
iShares US Home Construction ETF
ITB
+$5.84M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.47M

Sector Composition

1 Technology 12.63%
2 Financials 11.14%
3 Healthcare 7.44%
4 Consumer Discretionary 7.04%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.6M 0.74%
75,343
+14,664
52
$11.6M 0.74%
120,065
-385
53
$11.6M 0.74%
149,636
-1,821
54
$11.6M 0.74%
137,770
-1,128
55
$11.5M 0.74%
91,491
+88,294
56
$11.4M 0.73%
32,769
-646
57
$11.3M 0.72%
250,245
-726
58
$11.1M 0.71%
723,706
-4,568
59
$11M 0.7%
129,878
-2,546
60
$11M 0.7%
81,241
-441
61
$10.9M 0.69%
31,436
-582
62
$10.8M 0.69%
96,823
-1,348
63
$10.7M 0.68%
72,356
-356
64
$10.6M 0.68%
213,102
-1,557
65
$10.4M 0.67%
20,696
-339
66
$10.4M 0.67%
198,195
-1,742
67
$10.4M 0.67%
227,517
-1,942
68
$10.4M 0.66%
43,576
-731
69
$10.3M 0.66%
141,986
+135,634
70
$10.2M 0.65%
100,577
-468
71
$10.2M 0.65%
6,567
-111
72
$10.2M 0.65%
197,982
-574
73
$9.83M 0.63%
33,991
-633
74
$9.48M 0.61%
459,305
-3,915
75
$9.41M 0.6%
53,564
-1,416
1 2
3
4 5