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
$1.5B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$14M
3
+$7.76M
4
APD icon
Air Products & Chemicals
APD
+$5.52M
5
PDD icon
Pinduoduo
PDD
+$4.33M

Top Sells

1
+$13.9M
2
+$12M
3
+$9.7M
4
MSFT icon
Microsoft
MSFT
+$8.14M
5
TSM icon
TSMC
TSM
+$7.85M

Sector Composition

1 Technology 17.39%
2 Financials 11.38%
3 Healthcare 8.77%
4 Consumer Staples 6%
5 Consumer Discretionary 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.19M 0.21%
77,401
-1,787
102
$3.17M 0.21%
31,260
-14,017
103
$3.15M 0.21%
42,526
-2,374
104
$3.05M 0.2%
49,788
-2,024
105
$2.99M 0.2%
63,104
-290
106
$2.98M 0.2%
22,875
-997
107
$2.97M 0.2%
26,124
-1,304
108
$2.86M 0.19%
44,755
-1,918
109
$2.81M 0.19%
16,150
+2,270
110
$2.67M 0.18%
12,425
-591
111
$2.58M 0.17%
47,573
-1,083
112
$2.58M 0.17%
31,750
-1,449
113
$2.55M 0.17%
10,223
+8,794
114
$2.54M 0.17%
35,003
-589
115
$2.53M 0.17%
148,777
-1,786
116
$2.48M 0.17%
57,316
-3,994
117
$2.45M 0.16%
53,802
-852
118
$2.35M 0.16%
22,965
-45,604
119
$2.24M 0.15%
121,981
-5,814
120
$2.21M 0.15%
+8,945
121
$2.02M 0.13%
75,069
-816
122
$1.91M 0.13%
59,227
-10,669
123
$1.88M 0.12%
12,320
-994
124
$1.87M 0.12%
14,164
-217
125
$1.7M 0.11%
3,253
3 4
5
6 7