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
$1.51B
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$63.8M
2
+$11.7M
3
+$9.31M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$7.97M
5
NEE icon
NextEra Energy
NEE
+$7.82M

Top Sells

1
+$14.2M
2
+$7.31M
3
+$6.43M
4
JPM icon
JPMorgan Chase
JPM
+$5.86M
5
WMT icon
Walmart
WMT
+$4.87M

Sector Composition

1 Technology 19.46%
2 Financials 12.52%
3 Healthcare 8.3%
4 Industrials 6.7%
5 Consumer Discretionary 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12M 0.79%
95,071
+6,636
52
$12M 0.79%
96,539
-1,727
53
$11.8M 0.78%
295,120
-14,197
54
$11.6M 0.77%
893,339
-58,866
55
$11.3M 0.75%
32,063
-1,040
56
$11.2M 0.74%
28,837
-434
57
$11.1M 0.74%
348,909
-10,917
58
$11.1M 0.73%
252,063
-26,809
59
$10.8M 0.72%
150,817
+109,016
60
$10.6M 0.7%
98,257
-1,725
61
$10.5M 0.69%
395,819
-54,845
62
$10.4M 0.69%
55,597
+40,728
63
$10.1M 0.67%
83,765
-1,092
64
$10M 0.66%
22,596
-727
65
$9.91M 0.66%
60,839
-2,083
66
$9.44M 0.62%
18,154
-523
67
$9.37M 0.62%
20,677
-5,630
68
$9.32M 0.62%
211,618
-6,611
69
$9.31M 0.62%
+188,151
70
$9.29M 0.61%
81,735
-2,723
71
$9.03M 0.6%
97,690
-6,123
72
$8.97M 0.59%
21,420
-826
73
$8.69M 0.58%
13,664
-482
74
$8.69M 0.57%
27,490
-930
75
$8.59M 0.57%
98,407
-6,454
1 2
3
4 5