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
$2.3B
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$31.2M
3
+$21.7M
4
UPS icon
United Parcel Service
UPS
+$20.3M
5
BP icon
BP
BP
+$20M

Top Sells

1
+$132M
2
+$32.6M
3
+$31.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$23.7M
5
SO icon
Southern Company
SO
+$15.7M

Sector Composition

1 Technology 10.61%
2 Healthcare 9.57%
3 Financials 7.09%
4 Energy 5.84%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$580K 0.03%
3,331
127
$531K 0.02%
3,388
-392
128
$522K 0.02%
19,398
-6,640
129
$513K 0.02%
4,603
-617
130
$511K 0.02%
3,668
-448
131
$509K 0.02%
14,457
132
$506K 0.02%
9,893
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133
$493K 0.02%
15,313
+1,131
134
$488K 0.02%
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135
$484K 0.02%
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136
$479K 0.02%
7,988
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137
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9,141
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138
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10,272
139
$477K 0.02%
35,456
140
$472K 0.02%
6,520
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141
$472K 0.02%
60,000
-13,477
142
$471K 0.02%
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143
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3,066
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144
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10,580
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145
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146
$445K 0.02%
8,695
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147
$443K 0.02%
2,589
148
$435K 0.02%
5,490
+211
149
$420K 0.02%
9,696
+1,243
150
$410K 0.02%
6,579
-1,830
4 5
6
7 8