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
$2.3B
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$31.2M
3
+$21.7M
4
UPS icon
United Parcel Service
UPS
+$20.3M
5
BP icon
BP
BP
+$20M

Top Sells

1
+$132M
2
+$32.6M
3
+$31.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$23.7M
5
SO icon
Southern Company
SO
+$15.7M

Sector Composition

1 Technology 10.61%
2 Healthcare 9.57%
3 Financials 7.09%
4 Energy 5.84%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.11M 0.09%
40,710
+23,022
102
$1.78M 0.08%
22,308
-100
103
$1.44M 0.06%
22,229
-2,268
104
$1.19M 0.05%
79,006
-614
105
$1.16M 0.05%
10,975
+5,697
106
$989K 0.04%
15,637
+219
107
$989K 0.04%
22,782
-452
108
$944K 0.04%
23,083
+1,466
109
$940K 0.04%
35,689
+6,133
110
$926K 0.04%
21,895
111
$922K 0.04%
5,175
-1,987
112
$911K 0.04%
2,779
+150
113
$853K 0.04%
7,542
-600
114
$796K 0.03%
14,803
-346
115
$772K 0.03%
7,194
+373
116
$764K 0.03%
4,160
-1,745
117
$740K 0.03%
24,117
+1,832
118
$711K 0.03%
11,862
+140
119
$699K 0.03%
7,389
+207
120
$686K 0.03%
9,376
+50
121
$664K 0.03%
6,396
-133
122
$642K 0.03%
21,409
-745
123
$619K 0.03%
11,911
-1,455
124
$596K 0.03%
4,395
+1,645
125
$593K 0.03%
11,380
-2,014
3 4
5
6 7