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
$1.65B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$14.6M
3
+$4.27M
4
AAPL icon
Apple
AAPL
+$2.95M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.37M

Top Sells

1
+$17.1M
2
+$12.7M
3
+$12.6M
4
HAL icon
Halliburton
HAL
+$4.28M
5
IAK icon
iShares US Insurance ETF
IAK
+$2.79M

Sector Composition

1 Technology 14.21%
2 Healthcare 13.24%
3 Energy 10.34%
4 Financials 6.76%
5 Industrials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.82M 0.11%
42,399
+10,726
102
$1.76M 0.11%
60,278
-5,513
103
$1.75M 0.11%
46,456
-482
104
$1.67M 0.1%
39,486
+2,422
105
$1.65M 0.1%
54,138
-38,375
106
$1.32M 0.08%
19,549
+6,546
107
$1.31M 0.08%
7,575
+617
108
$1.31M 0.08%
76,222
+8,257
109
$1.21M 0.07%
21,960
+6,071
110
$1.17M 0.07%
24,063
+1,162
111
$1.15M 0.07%
35,156
-7,133
112
$960K 0.06%
7,635
-597
113
$907K 0.05%
39,316
-398
114
$904K 0.05%
9,064
+92
115
$864K 0.05%
7,326
+1,829
116
$746K 0.05%
2,954
+95
117
$723K 0.04%
12,555
+2,739
118
$711K 0.04%
14,868
+100
119
$688K 0.04%
+55,123
120
$646K 0.04%
5,047
121
$644K 0.04%
5,058
-467
122
$638K 0.04%
22,666
+5,050
123
$634K 0.04%
26,045
+10,045
124
$623K 0.04%
23,124
+303
125
$603K 0.04%
9,707
3 4
5
6 7