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
$1.48B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$17.6M
3
+$16.6M
4
NOW icon
ServiceNow
NOW
+$14.9M
5
V icon
Visa
V
+$12.2M

Top Sells

1
+$70.4M
2
+$17.3M
3
+$11.9M
4
NKE icon
Nike
NKE
+$8.27M
5
LULU icon
lululemon athletica
LULU
+$7.54M

Sector Composition

1 Technology 18.58%
2 Financials 11.76%
3 Healthcare 10.27%
4 Industrials 6.93%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.5M 0.57%
16,458
-158
77
$8.49M 0.57%
42,275
-398
78
$8.47M 0.57%
28,420
-326
79
$8.46M 0.57%
85,685
-946
80
$8.43M 0.57%
127,814
-1,806
81
$8.4M 0.57%
+84,458
82
$8.12M 0.55%
9,749
-91
83
$7.98M 0.54%
17,155
-183
84
$7.78M 0.52%
57,706
-1,937
85
$7.77M 0.52%
124,051
-2,024
86
$7.61M 0.51%
19,558
-193
87
$7.35M 0.5%
25,498
-414
88
$7.28M 0.49%
8,218
+7,216
89
$6.61M 0.45%
+269,236
90
$6.23M 0.42%
99,593
-2,125
91
$6.17M 0.42%
58,649
-644
92
$5.86M 0.4%
34,276
-434
93
$5.71M 0.39%
136,093
-3,395
94
$5.45M 0.37%
46,481
-112
95
$5.33M 0.36%
45,329
-919
96
$4.98M 0.34%
15,017
+343
97
$4.59M 0.31%
4,837
+140
98
$3.82M 0.26%
20,160
+486
99
$3.62M 0.24%
27,344
100
$3.6M 0.24%
30,660
+1,325
2 3
4
5 6