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
$1.5B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$14M
3
+$7.76M
4
APD icon
Air Products & Chemicals
APD
+$5.52M
5
PDD icon
Pinduoduo
PDD
+$4.33M

Top Sells

1
+$13.9M
2
+$12M
3
+$9.7M
4
MSFT icon
Microsoft
MSFT
+$8.14M
5
TSM icon
TSMC
TSM
+$7.85M

Sector Composition

1 Technology 17.39%
2 Financials 11.38%
3 Healthcare 8.77%
4 Consumer Staples 6%
5 Consumer Discretionary 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.49M 0.56%
230,180
-1,227
77
$8.45M 0.56%
44,133
-529
78
$8.07M 0.54%
40,830
-2,061
79
$7.97M 0.53%
87,042
-3,236
80
$7.83M 0.52%
142,788
+39,904
81
$7.76M 0.52%
+122,775
82
$7.55M 0.5%
59,320
-1,899
83
$7.49M 0.5%
28,828
-581
84
$7.32M 0.49%
77,902
-1,999
85
$7.28M 0.48%
17,407
-491
86
$7.26M 0.48%
17,060
-369
87
$6.84M 0.46%
17,523
-5,676
88
$6.77M 0.45%
26,127
-896
89
$5.74M 0.38%
205,184
+4,804
90
$5.71M 0.38%
49,110
-1,525
91
$5.26M 0.35%
47,694
-763
92
$5.09M 0.34%
99,807
-149
93
$4.96M 0.33%
53,227
-1,208
94
$4.92M 0.33%
15,745
-768
95
$4.45M 0.3%
5,339
-305
96
$4.33M 0.29%
+37,264
97
$3.96M 0.26%
27,347
-24
98
$3.61M 0.24%
20,850
-11,952
99
$3.44M 0.23%
50,062
-784
100
$3.19M 0.21%
142,121
-2,266
2 3
4
5 6