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
$2.3B
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$31.2M
3
+$21.7M
4
UPS icon
United Parcel Service
UPS
+$20.3M
5
BP icon
BP
BP
+$20M

Top Sells

1
+$132M
2
+$32.6M
3
+$31.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$23.7M
5
SO icon
Southern Company
SO
+$15.7M

Sector Composition

1 Technology 10.61%
2 Healthcare 9.57%
3 Financials 7.09%
4 Energy 5.84%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12.7M 0.55%
168,624
-8,952
77
$12.6M 0.55%
202,648
+7,324
78
$12.6M 0.55%
+359,780
79
$12.3M 0.54%
52,974
-846
80
$12.2M 0.53%
103,986
+964
81
$12.2M 0.53%
83,678
-1,408
82
$11.9M 0.52%
86,743
-1,711
83
$11.8M 0.51%
956,666
-16,780
84
$11.7M 0.51%
74,535
85
$11.5M 0.5%
112,799
+12,180
86
$11.3M 0.49%
66,445
-620
87
$7.53M 0.33%
303,026
+33,436
88
$7.39M 0.32%
154,560
+20,200
89
$7.38M 0.32%
154,259
+2,399
90
$6.69M 0.29%
169,693
-17,867
91
$6.59M 0.29%
19,293
-546
92
$6.25M 0.27%
132,875
+16,150
93
$5.85M 0.25%
124,939
+62,177
94
$5.49M 0.24%
239,253
+1,641
95
$4.13M 0.18%
150,716
+570
96
$3.88M 0.17%
141,688
+1,994
97
$3.69M 0.16%
33,019
-792
98
$3.68M 0.16%
49,268
-7,758
99
$2.42M 0.11%
31,365
-13,925
100
$2.39M 0.1%
45,346
+5,544
2 3
4
5 6