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
$1.66B
AUM Growth
+$1.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Sells

1 +$18.9M
2 +$17.1M
3 +$16.3M
4
EMR icon
Emerson Electric
EMR
+$11.8M
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$7.38M

Sector Composition

1 Technology 15.5%
2 Healthcare 13.53%
3 Energy 9.65%
4 Financials 7%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$587K 0.04%
5,047
127
$582K 0.04%
9,098
128
$581K 0.04%
26,045
129
$535K 0.03%
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130
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-12
131
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132
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10,190
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133
$525K 0.03%
7,902
+1,657
134
$521K 0.03%
19,055
-1,785
135
$511K 0.03%
13,463
-2,140
136
$510K 0.03%
20,257
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137
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138
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139
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140
$431K 0.03%
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6,454
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144
$385K 0.02%
8,692
145
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146
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9,000
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147
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14,631
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148
$366K 0.02%
30,541
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149
$365K 0.02%
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150
$362K 0.02%
8,521
+1,415