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
$1.65B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$14.6M
3
+$4.27M
4
AAPL icon
Apple
AAPL
+$2.95M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.37M

Top Sells

1
+$17.1M
2
+$12.7M
3
+$12.6M
4
HAL icon
Halliburton
HAL
+$4.28M
5
IAK icon
iShares US Insurance ETF
IAK
+$2.79M

Sector Composition

1 Technology 14.21%
2 Healthcare 13.24%
3 Energy 10.34%
4 Financials 6.76%
5 Industrials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.75M 0.41%
234,384
+41,097
77
$6.74M 0.41%
161,290
+878
78
$6.03M 0.36%
77,816
+2,367
79
$5.93M 0.36%
344,960
-70,645
80
$5.67M 0.34%
53,978
+1,400
81
$5.51M 0.33%
275,818
+59,637
82
$5.33M 0.32%
138,855
-12,058
83
$5.2M 0.31%
210,664
+1,418
84
$5.16M 0.31%
62,831
+2,391
85
$5.02M 0.3%
210,994
+15,307
86
$4.92M 0.3%
44,120
-17,166
87
$4.66M 0.28%
223,789
+1,458
88
$4.61M 0.28%
176,453
+12,469
89
$3.99M 0.24%
77,023
+5,505
90
$3.97M 0.24%
64,432
+4,728
91
$3.81M 0.23%
56,127
+229
92
$3.63M 0.22%
28,804
-495
93
$3.54M 0.21%
63,074
+3,626
94
$3.18M 0.19%
73,154
+292
95
$3M 0.18%
67,126
-2,059
96
$2.37M 0.14%
+53,433
97
$2.35M 0.14%
138,504
-22,404
98
$2.31M 0.14%
46,571
-29,996
99
$2.15M 0.13%
55,634
-562
100
$2.06M 0.12%
30,878
-25,489
2 3
4
5 6