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
$1.4B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$8.49M
3 +$6.93M
4
NOW icon
ServiceNow
NOW
+$6.72M
5
UNH icon
UnitedHealth
UNH
+$6.4M

Top Sells

1 +$15.3M
2 +$8.92M
3 +$8.34M
4
META icon
Meta Platforms (Facebook)
META
+$3.6M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.51M

Sector Composition

1 Technology 13.67%
2 Healthcare 10.53%
3 Financials 10.04%
4 Energy 6.59%
5 Consumer Staples 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$954K 0.07%
25,791
127
$898K 0.06%
6,955
-529
128
$874K 0.06%
+18,530
129
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2,241
+1,682
130
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15,144
131
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8,720
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132
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133
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134
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7,534
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136
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137
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138
$652K 0.05%
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139
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9,700
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140
$597K 0.04%
7,307
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141
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142
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144
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11,350
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145
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4,162
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146
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147
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3,673
148
$494K 0.04%
2,792
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149
$492K 0.04%
3,861
150
$478K 0.03%
2,461
+90