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
$1.74B
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$22M
3
+$21.6M
4
MCD icon
McDonald's
MCD
+$20.5M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$16.8M

Top Sells

1
+$33.4M
2
+$26.2M
3
+$15.5M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$5.68M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$5.63M

Sector Composition

1 Technology 15.71%
2 Healthcare 13.71%
3 Energy 7.93%
4 Industrials 7.51%
5 Financials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.21M 0.13%
46,821
-7,409
102
$1.78M 0.1%
64,958
-167,095
103
$1.73M 0.1%
42,120
-2,840
104
$1.65M 0.1%
39,183
-314
105
$1.47M 0.08%
24,846
+460
106
$1.39M 0.08%
19,311
-9,495
107
$1.37M 0.08%
55,546
-5,626
108
$1.35M 0.08%
39,089
-3,957
109
$1.19M 0.07%
35,767
+611
110
$1.15M 0.07%
21,252
+291
111
$1.05M 0.06%
6,843
-220
112
$954K 0.05%
15,237
+2,329
113
$892K 0.05%
6,916
-500
114
$885K 0.05%
16,143
+5,953
115
$842K 0.05%
7,064
-10
116
$757K 0.04%
25,617
+3,711
117
$745K 0.04%
13,931
-981
118
$714K 0.04%
2,963
+80
119
$703K 0.04%
10,014
+307
120
$702K 0.04%
23,243
121
$699K 0.04%
9,661
+1,759
122
$674K 0.04%
16,762
-3,088
123
$666K 0.04%
23,992
-32,443
124
$657K 0.04%
5,056
125
$631K 0.04%
21,790
+2,735
3 4
5
6 7