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
$1.49B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$18.7M
3
+$14.4M
4
NOW icon
ServiceNow
NOW
+$12.3M
5
DD icon
DuPont de Nemours
DD
+$12.2M

Top Sells

1
+$10.5M
2
+$7.27M
3
+$5.62M
4
DIS icon
Walt Disney
DIS
+$5.38M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$5.07M

Sector Composition

1 Technology 17.87%
2 Financials 10.23%
3 Healthcare 8.89%
4 Consumer Discretionary 6.96%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.18M 0.21%
23,872
+3,773
102
$3.08M 0.21%
+144,387
103
$3.05M 0.2%
51,812
-3,995
104
$3.03M 0.2%
63,394
-2,088
105
$3.02M 0.2%
27,428
-1,923
106
$2.97M 0.2%
44,900
-4,677
107
$2.83M 0.19%
46,673
+4,047
108
$2.74M 0.18%
13,016
-1,774
109
$2.69M 0.18%
61,310
-7,432
110
$2.62M 0.18%
35,592
-22,769
111
$2.57M 0.17%
150,563
-3,783
112
$2.5M 0.17%
48,656
-5,774
113
$2.49M 0.17%
+54,654
114
$2.43M 0.16%
33,199
-3,966
115
$2.38M 0.16%
18,289
-1,487
116
$2.37M 0.16%
13,880
+831
117
$2.25M 0.15%
127,795
-9,376
118
$2.18M 0.15%
+69,896
119
$1.93M 0.13%
75,885
-1,650
120
$1.88M 0.13%
13,314
-4,200
121
$1.78M 0.12%
8,955
-920
122
$1.6M 0.11%
30,342
+11,130
123
$1.57M 0.11%
14,381
-132
124
$1.57M 0.11%
38,530
-869
125
$1.55M 0.1%
3,253
3 4
5
6 7