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
$2.16B
AUM Growth
-$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$32.1M
3
+$28M
4
ZBH icon
Zimmer Biomet
ZBH
+$17.7M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$17.1M

Top Sells

1
+$90.2M
2
+$41.1M
3
+$37.2M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$22.7M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$19.6M

Sector Composition

1 Technology 10.9%
2 Healthcare 10.66%
3 Financials 6.26%
4 Consumer Staples 6.03%
5 Industrials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$964K 0.04%
15,907
-1,231
102
$924K 0.04%
22,666
103
$922K 0.04%
16,958
-177
104
$788K 0.04%
15,185
-373
105
$772K 0.04%
51,939
+13,900
106
$771K 0.04%
14,139
+9,131
107
$762K 0.04%
36,907
-4,088
108
$730K 0.03%
4,556
109
$681K 0.03%
4,379
-484
110
$672K 0.03%
18,658
+905
111
$665K 0.03%
9,426
112
$634K 0.03%
3,804
-337
113
$622K 0.03%
5,492
114
$609K 0.03%
16,912
-207
115
$602K 0.03%
3,616
-1,685
116
$598K 0.03%
8,384
+442
117
$595K 0.03%
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118
$580K 0.03%
24,592
-1,279
119
$566K 0.03%
2,117
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120
$537K 0.02%
9,659
+108
121
$522K 0.02%
8,024
-19
122
$520K 0.02%
6,466
-230
123
$505K 0.02%
17,858
-2,049
124
$503K 0.02%
2,848
+59
125
$484K 0.02%
17,133
-950
3 4
5
6 7