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
$1.51B
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$63.8M
2
+$11.7M
3
+$9.31M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$7.97M
5
NEE icon
NextEra Energy
NEE
+$7.82M

Top Sells

1
+$14.2M
2
+$7.31M
3
+$6.43M
4
JPM icon
JPMorgan Chase
JPM
+$5.86M
5
WMT icon
Walmart
WMT
+$4.87M

Sector Composition

1 Technology 19.46%
2 Financials 12.52%
3 Healthcare 8.3%
4 Industrials 6.7%
5 Consumer Discretionary 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.23M 0.54%
40,905
-1,370
77
$8.22M 0.54%
18,911
-647
78
$8.1M 0.54%
16,253
-205
79
$7.97M 0.53%
+67,853
80
$7.94M 0.53%
4,669
-1,680
81
$7.88M 0.52%
125,794
-2,020
82
$7.8M 0.52%
33,983
-1,323
83
$7.59M 0.5%
41,379
+2,424
84
$7.08M 0.47%
82,785
-2,900
85
$6.76M 0.45%
24,480
-1,018
86
$6.68M 0.44%
16,589
-566
87
$6.54M 0.43%
9,432
-317
88
$6.49M 0.43%
87,367
-2,059
89
$6.22M 0.41%
34,173
-103
90
$6.08M 0.4%
+12,530
91
$5.99M 0.4%
7,761
-457
92
$5.88M 0.39%
184,074
-15,112
93
$5.73M 0.38%
260,523
-8,713
94
$5.61M 0.37%
56,540
-2,109
95
$4.94M 0.33%
45,908
-573
96
$4.86M 0.32%
43,295
-2,034
97
$4.5M 0.3%
17,258
-9,915
98
$4.46M 0.29%
116,231
-19,862
99
$4.29M 0.28%
+147,902
100
$4.26M 0.28%
32,257
+29,688
2 3
4
5 6