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
$1.5B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$14M
3
+$7.76M
4
APD icon
Air Products & Chemicals
APD
+$5.52M
5
PDD icon
Pinduoduo
PDD
+$4.33M

Top Sells

1
+$13.9M
2
+$12M
3
+$9.7M
4
MSFT icon
Microsoft
MSFT
+$8.14M
5
TSM icon
TSMC
TSM
+$7.85M

Sector Composition

1 Technology 17.39%
2 Financials 11.38%
3 Healthcare 8.77%
4 Consumer Staples 6%
5 Consumer Discretionary 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.4M 0.82%
60,307
-1,902
52
$12.1M 0.81%
245,870
-7,474
53
$12.1M 0.8%
74,705
+16,647
54
$12M 0.8%
31,340
-3,318
55
$12M 0.8%
23,752
+6,681
56
$11.9M 0.79%
104,666
-4,567
57
$11.8M 0.78%
367,893
-12,055
58
$11.7M 0.78%
132,001
-5,291
59
$11.3M 0.75%
86,914
-2,378
60
$11.1M 0.74%
293,227
-1,031
61
$11.1M 0.74%
26,423
-1,142
62
$10.9M 0.73%
18,820
-801
63
$10.8M 0.72%
23,368
-7,306
64
$10.7M 0.71%
20,404
-559
65
$10.5M 0.7%
110,790
+880
66
$10.1M 0.67%
107,210
-1,638
67
$10.1M 0.67%
103,923
-38,203
68
$9.96M 0.66%
10,258
-1,689
69
$9.83M 0.65%
28,364
-753
70
$9.75M 0.65%
6,448
-1,070
71
$9.73M 0.65%
233,025
-5,615
72
$9.49M 0.63%
56,072
-1,774
73
$9.46M 0.63%
92,445
-3,819
74
$9.16M 0.61%
36,666
-891
75
$8.78M 0.58%
130,974
-5,293
1 2
3
4 5