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
$2.34B
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$28.5M
3
+$21.5M
4
WPP icon
WPP
WPP
+$16.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.3M

Top Sells

1
+$35.3M
2
+$33.1M
3
+$21.5M
4
TPR icon
Tapestry
TPR
+$20.2M
5
GE icon
GE Aerospace
GE
+$13.6M

Sector Composition

1 Technology 10.82%
2 Healthcare 9.76%
3 Financials 7.06%
4 Consumer Staples 5.37%
5 Energy 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.05M 0.09%
24,497
-163,033
102
$1.83M 0.08%
22,408
103
$1.36M 0.06%
7,162
+63
104
$1.16M 0.05%
79,620
+614
105
$1.06M 0.05%
23,234
-1,277
106
$1.02M 0.04%
6,037
-1,443
107
$1.02M 0.04%
5,905
-752
108
$1.01M 0.04%
21,617
+486
109
$944K 0.04%
15,418
-144
110
$936K 0.04%
6,902
+3,280
111
$928K 0.04%
8,142
-425
112
$924K 0.04%
17,688
-153,496
113
$910K 0.04%
15,149
-635
114
$890K 0.04%
21,895
115
$788K 0.03%
29,556
+4,156
116
$775K 0.03%
2,629
-167
117
$770K 0.03%
+17,147
118
$764K 0.03%
26,038
-1,127,918
119
$745K 0.03%
6,821
-241
120
$717K 0.03%
13,366
-1,483
121
$711K 0.03%
11,722
+284
122
$694K 0.03%
7,182
-572
123
$693K 0.03%
22,285
-1,486
124
$681K 0.03%
6,529
+63
125
$678K 0.03%
4,500
3 4
5
6 7