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
$1.42B
AUM Growth
-$87.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$9.15M
3
+$7.4M
4
PH icon
Parker-Hannifin
PH
+$7.22M
5
AMGN icon
Amgen
AMGN
+$5.89M

Top Sells

1
+$19.6M
2
+$18M
3
+$13M
4
NOW icon
ServiceNow
NOW
+$12.9M
5
V icon
Visa
V
+$12.7M

Sector Composition

1 Technology 17.9%
2 Financials 10.91%
3 Healthcare 9.27%
4 Consumer Discretionary 6.88%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.07M 0.22%
75,510
-1,891
102
$3.03M 0.21%
47,570
-2,218
103
$2.99M 0.21%
42,168
-2,587
104
$2.98M 0.21%
63,111
+7
105
$2.93M 0.21%
15,063
-1,087
106
$2.78M 0.2%
39,650
-2,876
107
$2.53M 0.18%
148,792
+15
108
$2.46M 0.17%
34,080
-923
109
$2.39M 0.17%
21,309
-1,566
110
$2.37M 0.17%
52,172
-1,630
111
$2.32M 0.16%
22,965
112
$2.3M 0.16%
9,649
-574
113
$2.29M 0.16%
11,648
-777
114
$2.24M 0.16%
112,819
-9,162
115
$2.23M 0.16%
21,446
-4,678
116
$2.11M 0.15%
53,984
-3,332
117
$2.09M 0.15%
11,387
-933
118
$1.91M 0.14%
26,777
-4,973
119
$1.89M 0.13%
72,741
-2,328
120
$1.86M 0.13%
7,965
-980
121
$1.86M 0.13%
44,831
-2,742
122
$1.82M 0.13%
7,959
-569
123
$1.81M 0.13%
57,416
-1,811
124
$1.75M 0.12%
14,164
125
$1.6M 0.11%
36,904
-1,031
3 4
5
6 7