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
$1.23B
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$19.7M
3
+$17.3M
4
AAPL icon
Apple
AAPL
+$14.9M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$12.4M

Top Sells

1
+$20.4M
2
+$15.9M
3
+$12.3M
4
GSK icon
GSK
GSK
+$11.2M
5
EMR icon
Emerson Electric
EMR
+$9.56M

Sector Composition

1 Technology 13.88%
2 Financials 10.73%
3 Healthcare 10.07%
4 Energy 6.58%
5 Consumer Staples 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.33M 0.76%
+66,939
52
$9.3M 0.76%
103,625
+26,118
53
$9.16M 0.75%
61,337
+320
54
$9.02M 0.74%
54,037
+57
55
$8.88M 0.72%
161,232
-254
56
$8.83M 0.72%
22,012
-274
57
$8.73M 0.71%
91,251
-529
58
$8.7M 0.71%
+106,330
59
$8.65M 0.71%
32,098
-267
60
$8.64M 0.7%
107,058
+86,704
61
$8.33M 0.68%
+275,841
62
$8.27M 0.67%
+73,173
63
$8.2M 0.67%
114,821
-65,398
64
$8.16M 0.67%
244,704
+63,937
65
$8.09M 0.66%
213,103
+3,758
66
$7.83M 0.64%
+29,342
67
$7.83M 0.64%
9,462
+80
68
$7.83M 0.64%
52,783
-748
69
$7.8M 0.64%
53,939
+1,069
70
$7.66M 0.62%
92,282
+384
71
$7.65M 0.62%
73,105
-652
72
$7.61M 0.62%
221,432
+679
73
$7.59M 0.62%
+60,060
74
$7.43M 0.61%
59,614
-51,526
75
$7.32M 0.6%
192,495
+309
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3
4 5