JCM

Janney Capital Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 20.06%
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1 +$24.6M
2 +$19.7M
3 +$17.3M
4
AAPL icon
Apple
AAPL
+$14.9M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$12.4M

Top Sells

1 +$20.4M
2 +$15.9M
3 +$12.3M
4
GSK icon
GSK
GSK
+$11.2M
5
EMR icon
Emerson Electric
EMR
+$9.56M

Sector Composition

1 Technology 13.88%
2 Financials 10.73%
3 Healthcare 10.07%
4 Energy 6.58%
5 Consumer Staples 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$7.28M 0.59%
144,394
+1,657
77
$7.19M 0.59%
4,018,849
+5,520
78
$6.91M 0.56%
138,767
+480
79
$6.86M 0.56%
24,535
+243
80
$6.79M 0.55%
116,151
+33,065
81
$6.44M 0.53%
68,304
+1,708
82
$6.39M 0.52%
158,454
+1,442
83
$6.2M 0.51%
+22,527
84
$5.17M 0.42%
62,164
+847
85
$5.16M 0.42%
56,469
-1,515
86
$4.62M 0.38%
132,622
+747
87
$4.39M 0.36%
32,338
+801
88
$4.32M 0.35%
83,042
-2,385
89
$4.22M 0.34%
87,464
-1,419
90
$4.01M 0.33%
45,959
+2,287
91
$3.96M 0.32%
55,589
-2,354
92
$3.67M 0.3%
147,507
-4,694
93
$3.55M 0.29%
76,977
-2,522
94
$3.08M 0.25%
27,800
95
$3M 0.24%
180,368
-6,019
96
$2.99M 0.24%
78,001
-2,280
97
$2.67M 0.22%
5,289
+1,131
98
$2.4M 0.2%
33,790
+2,989
99
$2.26M 0.18%
40,341
+2,313
100
$2.12M 0.17%
27,062
+3,958