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
$1.02B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$23.2M
3
+$22.3M
4
MSFT icon
Microsoft
MSFT
+$22.3M
5
JNJ icon
Johnson & Johnson
JNJ
+$21.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.41%
2 Healthcare 12.53%
3 Energy 8.76%
4 Industrials 7.81%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$339K 0.03%
+3,027
127
$338K 0.03%
+27,958
128
$336K 0.03%
+5,700
129
$331K 0.03%
+3,984
130
$325K 0.03%
+4,500
131
$325K 0.03%
+10,750
132
$313K 0.03%
+8,444
133
$311K 0.03%
+4,250
134
$310K 0.03%
+9,155
135
$302K 0.03%
+4,300
136
$297K 0.03%
+5,894
137
$296K 0.03%
+5,946
138
$287K 0.03%
+6,956
139
$279K 0.03%
+11,253
140
$274K 0.03%
+4,340
141
$271K 0.03%
+4,274
142
$253K 0.02%
+9,014
143
$253K 0.02%
+3,150
144
$246K 0.02%
+4,400
145
$230K 0.02%
+3,950
146
$222K 0.02%
+13,636
147
$220K 0.02%
+5,831
148
$208K 0.02%
+5,285
149
$206K 0.02%
+4,986
150
$205K 0.02%
+8,500
3 4 5
6
7