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
$1.49B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$18.7M
3
+$14.4M
4
NOW icon
ServiceNow
NOW
+$12.3M
5
DD icon
DuPont de Nemours
DD
+$12.2M

Top Sells

1
+$10.5M
2
+$7.27M
3
+$5.62M
4
DIS icon
Walt Disney
DIS
+$5.38M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$5.07M

Sector Composition

1 Technology 17.87%
2 Financials 10.23%
3 Healthcare 8.89%
4 Consumer Discretionary 6.96%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.69M 0.58%
37,557
-1,840
77
$8.68M 0.58%
79,901
-2,481
78
$8.56M 0.57%
231,407
-16,337
79
$8.49M 0.57%
90,278
-3,471
80
$7.68M 0.52%
17,429
+461
81
$7.37M 0.49%
44,662
-563
82
$7.28M 0.49%
17,898
-192
83
$7.11M 0.48%
61,219
-1,093
84
$7.07M 0.47%
68,569
+14
85
$6.72M 0.45%
200,380
-14,992
86
$6.35M 0.43%
+29,409
87
$6.22M 0.42%
49,757
+47,500
88
$6.11M 0.41%
27,023
-430
89
$5.35M 0.36%
102,884
-10,281
90
$5.06M 0.34%
50,635
-1,644
91
$4.94M 0.33%
48,457
-13,455
92
$4.75M 0.32%
99,956
-231
93
$4.6M 0.31%
54,435
-54,291
94
$4.59M 0.31%
32,802
-3,187
95
$4.58M 0.31%
+5,644
96
$4.25M 0.28%
45,277
-5,368
97
$4.09M 0.27%
27,371
+22
98
$3.98M 0.27%
16,513
-2,091
99
$3.38M 0.23%
50,846
-40,019
100
$3.29M 0.22%
79,188
-1,908
2 3
4
5 6