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
$1.74B
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$22M
3
+$21.6M
4
MCD icon
McDonald's
MCD
+$20.5M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$16.8M

Top Sells

1
+$33.4M
2
+$26.2M
3
+$15.5M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$5.68M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$5.63M

Sector Composition

1 Technology 15.71%
2 Healthcare 13.71%
3 Energy 7.93%
4 Industrials 7.51%
5 Financials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.33M 0.36%
341,130
-7,660
77
$6.12M 0.35%
66,188
+2,720
78
$5.68M 0.33%
236,797
-3,655
79
$5.63M 0.32%
+194,682
80
$5.39M 0.31%
213,279
+11,654
81
$5.11M 0.29%
271,068
+25,398
82
$4.9M 0.28%
86,636
-14,700
83
$4.68M 0.27%
59,186
-10,319
84
$4.68M 0.27%
39,108
-14,896
85
$4.65M 0.27%
150,135
-87,201
86
$4.64M 0.27%
173,093
-161,189
87
$4.6M 0.26%
109,491
-122,187
88
$4.18M 0.24%
217,313
-9,207
89
$4.12M 0.24%
278,655
-317,862
90
$4.08M 0.24%
52,695
-11,026
91
$3.92M 0.23%
75,355
+1,712
92
$3.72M 0.21%
88,211
+493
93
$3.27M 0.19%
67,512
-276
94
$3.24M 0.19%
74,164
-211
95
$3.23M 0.19%
54,327
-2,526
96
$3.12M 0.18%
62,507
-16,360
97
$2.94M 0.17%
+40,991
98
$2.72M 0.16%
47,684
-17,268
99
$2.7M 0.16%
+104,467
100
$2.28M 0.13%
47,001
-164
2 3
4
5 6