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
$2.34B
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$28.5M
3
+$21.5M
4
WPP icon
WPP
WPP
+$16.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.3M

Top Sells

1
+$35.3M
2
+$33.1M
3
+$21.5M
4
TPR icon
Tapestry
TPR
+$20.2M
5
GE icon
GE Aerospace
GE
+$13.6M

Sector Composition

1 Technology 10.82%
2 Healthcare 9.76%
3 Financials 7.06%
4 Consumer Staples 5.37%
5 Energy 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12.9M 0.55%
+251,804
77
$12.8M 0.55%
+698,061
78
$12.3M 0.52%
+103,022
79
$12.1M 0.52%
85,086
-2,109
80
$11.7M 0.5%
67,065
-1,776
81
$11.2M 0.48%
68,741
-13,346
82
$11M 0.47%
74,535
-7,255
83
$10.2M 0.44%
100,619
+154
84
$9.05M 0.39%
432,554
-80,957
85
$7.96M 0.34%
187,560
-1,977
86
$6.89M 0.29%
151,860
-2,601
87
$6.85M 0.29%
19,839
-1,713
88
$6.71M 0.29%
269,590
-4,375
89
$6.44M 0.27%
134,360
-9,482
90
$5.68M 0.24%
237,612
-2,640
91
$5.62M 0.24%
116,725
-3,572
92
$4.77M 0.2%
57,026
-3,631
93
$4.36M 0.19%
150,146
-1,129
94
$3.95M 0.17%
33,811
95
$3.85M 0.16%
139,694
-2,431
96
$3.48M 0.15%
45,290
-11,130
97
$3.39M 0.14%
62,762
-7,821
98
$2.65M 0.11%
+28,047
99
$2.54M 0.11%
56,136
-643
100
$2.13M 0.09%
39,802
-1,192
2 3
4
5 6