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
$2.34B
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$28.5M
3
+$21.5M
4
WPP icon
WPP
WPP
+$16.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.3M

Top Sells

1
+$35.3M
2
+$33.1M
3
+$21.5M
4
TPR icon
Tapestry
TPR
+$20.2M
5
GE icon
GE Aerospace
GE
+$13.6M

Sector Composition

1 Technology 10.82%
2 Healthcare 9.76%
3 Financials 7.06%
4 Consumer Staples 5.37%
5 Energy 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$654K 0.03%
3,331
127
$653K 0.03%
22,154
+600
128
$618K 0.03%
13,394
+526
129
$615K 0.03%
9,326
130
$606K 0.03%
5,642
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131
$600K 0.03%
8,409
+29
132
$568K 0.02%
8,384
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133
$560K 0.02%
9,239
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134
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+5,278
135
$533K 0.02%
3,780
+169
136
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5,220
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137
$516K 0.02%
2,589
138
$497K 0.02%
8,939
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139
$490K 0.02%
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140
$481K 0.02%
25,419
141
$480K 0.02%
23,047
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142
$476K 0.02%
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143
$473K 0.02%
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144
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9,236
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145
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146
$457K 0.02%
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147
$457K 0.02%
14,457
148
$450K 0.02%
9,000
149
$450K 0.02%
12,961
150
$441K 0.02%
4,213
4 5
6
7 8