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
$2.18B
AUM Growth
-$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$29.7M
3
+$14.9M
4
WHR icon
Whirlpool
WHR
+$14M
5
CB icon
Chubb
CB
+$13.7M

Top Sells

1
+$37.8M
2
+$33.8M
3
+$33.2M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$23.7M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$22.5M

Sector Composition

1 Technology 11.48%
2 Healthcare 10.19%
3 Financials 6.97%
4 Consumer Staples 5.75%
5 Energy 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.65M 0.08%
31,550
-1,329
102
$1M 0.05%
17,135
-1,000
103
$999K 0.05%
24,110
-11,875
104
$962K 0.04%
17,138
-1,111
105
$912K 0.04%
+5,008
106
$901K 0.04%
16,203
-1,277
107
$894K 0.04%
22,666
-200
108
$869K 0.04%
+40,995
109
$861K 0.04%
+1,291
110
$861K 0.04%
15,558
-289
111
$841K 0.04%
5,301
-487
112
$834K 0.04%
+13,677
113
$823K 0.04%
6,496
-507
114
$674K 0.03%
4,141
+89
115
$661K 0.03%
2,648
-10
116
$653K 0.03%
4,863
117
$650K 0.03%
9,426
+119
118
$643K 0.03%
17,753
-2,825
119
$637K 0.03%
4,556
-33
120
$609K 0.03%
38,039
121
$572K 0.03%
5,492
122
$571K 0.03%
25,871
+1,015
123
$556K 0.03%
7,586
-363
124
$537K 0.02%
7,942
-500
125
$526K 0.02%
9,551
-511
3 4
5
6 7