JCM

Janney Capital Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 20.06%
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$19.7M
3
+$17.3M
4
AAPL icon
Apple
AAPL
+$14.9M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$12.4M

Top Sells

1
+$20.4M
2
+$15.9M
3
+$12.3M
4
GSK icon
GSK
GSK
+$11.2M
5
EMR icon
Emerson Electric
EMR
+$9.56M

Sector Composition

1 Technology 13.88%
2 Financials 10.73%
3 Healthcare 10.07%
4 Energy 6.58%
5 Consumer Staples 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$640K 0.05%
21,069
-2,704
127
$598K 0.05%
6,858
+18
128
$584K 0.05%
15,144
129
$552K 0.05%
11,198
-83
130
$550K 0.04%
9,138
-4,680
131
$544K 0.04%
2,531
132
$517K 0.04%
2,652
+816
133
$463K 0.04%
12,961
134
$457K 0.04%
+3,673
135
$441K 0.04%
+9,675
136
$423K 0.03%
+8,310
137
$420K 0.03%
12,752
-619,482
138
$419K 0.03%
9,210
-750
139
$415K 0.03%
3,954
+195
140
$413K 0.03%
+2,785
141
$409K 0.03%
7,075
-5,116
142
$406K 0.03%
2,371
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143
$405K 0.03%
4,657
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144
$404K 0.03%
3,861
145
$401K 0.03%
4,381
146
$400K 0.03%
2,902
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147
$395K 0.03%
12,726
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148
$394K 0.03%
46,599
+2,697
149
$391K 0.03%
12,217
-989
150
$390K 0.03%
2,387
-169
4 5
6
7 8