JCM

Janney Capital Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 20.06%
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$19.7M
3
+$17.3M
4
AAPL icon
Apple
AAPL
+$14.9M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$12.4M

Top Sells

1
+$20.4M
2
+$15.9M
3
+$12.3M
4
GSK icon
GSK
GSK
+$11.2M
5
EMR icon
Emerson Electric
EMR
+$9.56M

Sector Composition

1 Technology 13.88%
2 Financials 10.73%
3 Healthcare 10.07%
4 Energy 6.58%
5 Consumer Staples 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.11M 0.17%
3,840
+588
102
$2.03M 0.17%
19,025
+2,169
103
$1.89M 0.15%
14,187
+1,554
104
$1.83M 0.15%
29,431
+5,714
105
$1.69M 0.14%
23,949
+2,111
106
$1.65M 0.13%
22,474
-130,531
107
$1.55M 0.13%
60,365
-1,755
108
$1.53M 0.13%
69,339
-2,010
109
$1.52M 0.12%
6,597
+767
110
$1.46M 0.12%
9,449
+434
111
$1.4M 0.11%
23,043
+2,643
112
$1.37M 0.11%
82,442
+9,387
113
$1.27M 0.1%
+5,456
114
$1.25M 0.1%
20,563
+2,157
115
$1.23M 0.1%
14,239
+109
116
$1.2M 0.1%
41,003
+7,954
117
$1.17M 0.09%
35,821
-1,035
118
$1.15M 0.09%
11,295
+1,304
119
$1.13M 0.09%
22,575
-741
120
$1.07M 0.09%
7,484
-437
121
$861K 0.07%
25,791
+3,896
122
$734K 0.06%
9,434
-32,158
123
$716K 0.06%
14,945
+171
124
$711K 0.06%
6,373
+3,071
125
$655K 0.05%
7,906
-985
3 4
5
6 7