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
$1.51B
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$63.8M
2
+$11.7M
3
+$9.31M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$7.97M
5
NEE icon
NextEra Energy
NEE
+$7.82M

Top Sells

1
+$14.2M
2
+$7.31M
3
+$6.43M
4
JPM icon
JPMorgan Chase
JPM
+$5.86M
5
WMT icon
Walmart
WMT
+$4.87M

Sector Composition

1 Technology 19.46%
2 Financials 12.52%
3 Healthcare 8.3%
4 Industrials 6.7%
5 Consumer Discretionary 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.2M 0.28%
4,098
-739
102
$3.86M 0.26%
11,622
-3,395
103
$3.81M 0.25%
19,744
-416
104
$3.62M 0.24%
29,975
-685
105
$3.5M 0.23%
36,084
-21,622
106
$3.42M 0.23%
22,526
-48,047
107
$3.28M 0.22%
40,090
-300
108
$3.27M 0.22%
27,344
109
$3.09M 0.2%
+45,540
110
$3M 0.2%
129,004
-6,054
111
$2.99M 0.2%
109,163
-3,111
112
$2.95M 0.2%
47,378
-911
113
$2.83M 0.19%
59,627
-3,626
114
$2.79M 0.18%
67,373
-6,903
115
$2.78M 0.18%
9,488
-86
116
$2.73M 0.18%
11,736
-281
117
$2.56M 0.17%
13,456
118
$2.45M 0.16%
+143,606
119
$2.41M 0.16%
21,321
-401
120
$2.29M 0.15%
40,518
-5,146
121
$2.23M 0.15%
48,878
-2,272
122
$2.19M 0.15%
30,467
-3,045
123
$2.15M 0.14%
9,569
+505
124
$2.03M 0.13%
54,190
-1,755
125
$2.02M 0.13%
26,437
-774
3 4
5
6 7