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
$1.4B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$8.49M
3
+$6.93M
4
NOW icon
ServiceNow
NOW
+$6.72M
5
UNH icon
UnitedHealth
UNH
+$6.4M

Top Sells

1
+$15.3M
2
+$8.92M
3
+$8.34M
4
META icon
Meta Platforms (Facebook)
META
+$3.6M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.51M

Sector Composition

1 Technology 13.67%
2 Healthcare 10.53%
3 Financials 10.04%
4 Energy 6.59%
5 Consumer Staples 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.3M 0.73%
31,446
-652
52
$10.2M 0.73%
64,606
+3,269
53
$10.1M 0.72%
85,675
-24,725
54
$10.1M 0.72%
21,554
-458
55
$10.1M 0.72%
247,992
+3,288
56
$9.97M 0.71%
145,340
+946
57
$9.86M 0.7%
36,952
-872
58
$9.79M 0.7%
56,311
-3,051
59
$9.5M 0.68%
93,870
+1,588
60
$9.46M 0.68%
298,107
-12,919
61
$9.38M 0.67%
193,758
+1,263
62
$9.36M 0.67%
39,789
-960
63
$9.23M 0.66%
29,890
+548
64
$9.2M 0.66%
17,360
+12,071
65
$9.19M 0.66%
56,038
-10,901
66
$8.87M 0.63%
60,514
+7,731
67
$8.84M 0.63%
224,613
+3,181
68
$8.82M 0.63%
266,347
-9,494
69
$8.6M 0.61%
218,333
+5,230
70
$8.49M 0.61%
+75,874
71
$8.43M 0.6%
60,920
+860
72
$8.26M 0.59%
112,208
-2,613
73
$8.13M 0.58%
92,164
+913
74
$8.02M 0.57%
140,783
+2,016
75
$7.76M 0.55%
57,136
-2,478
1 2
3
4 5