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
$1.48B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$17.6M
3
+$16.6M
4
NOW icon
ServiceNow
NOW
+$14.9M
5
V icon
Visa
V
+$12.2M

Top Sells

1
+$70.4M
2
+$17.3M
3
+$11.9M
4
NKE icon
Nike
NKE
+$8.27M
5
LULU icon
lululemon athletica
LULU
+$7.54M

Sector Composition

1 Technology 18.58%
2 Financials 11.76%
3 Healthcare 10.27%
4 Industrials 6.93%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.1M 0.82%
26,307
+92
52
$12.1M 0.81%
23,323
-241
53
$12.1M 0.81%
88,435
-258
54
$12M 0.81%
58,191
-20
55
$12M 0.81%
+70,573
56
$11.9M 0.8%
88,740
-917
57
$11.9M 0.8%
29,271
-30
58
$11.7M 0.79%
33,103
-319
59
$11.6M 0.78%
18,677
+380
60
$11.5M 0.78%
99,982
-1,123
61
$11.1M 0.75%
278,872
-674
62
$11M 0.74%
106,851
-1,660
63
$10.7M 0.73%
98,266
-1,187
64
$10.6M 0.72%
22,246
-235
65
$10.5M 0.71%
+127,092
66
$10.4M 0.7%
218,229
-10,630
67
$10.3M 0.7%
84,857
-1,216
68
$10.3M 0.69%
104,861
-3,517
69
$10.2M 0.69%
103,813
-2,125
70
$9.82M 0.66%
35,306
-326
71
$9.19M 0.62%
79,984
-2,314
72
$9.06M 0.61%
38,955
-201
73
$8.94M 0.6%
14,146
-138
74
$8.76M 0.59%
27,173
+7,533
75
$8.58M 0.58%
89,426
-1,382
1 2
3
4 5