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
$1.49B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$18.7M
3
+$14.4M
4
NOW icon
ServiceNow
NOW
+$12.3M
5
DD icon
DuPont de Nemours
DD
+$12.2M

Top Sells

1
+$10.5M
2
+$7.27M
3
+$5.62M
4
DIS icon
Walt Disney
DIS
+$5.38M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$5.07M

Sector Composition

1 Technology 17.87%
2 Financials 10.23%
3 Healthcare 8.89%
4 Consumer Discretionary 6.96%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.52M 0.1%
+61,918
127
$1.26M 0.08%
12,385
+563
128
$1.25M 0.08%
9,192
-1,264
129
$1.13M 0.08%
+11,053
130
$1.05M 0.07%
42,206
-83,332
131
$887K 0.06%
3,613
-1,043
132
$836K 0.06%
22,220
+348
133
$809K 0.05%
+15,846
134
$806K 0.05%
2,596
+65
135
$796K 0.05%
3,052
-507
136
$786K 0.05%
2,988
-24
137
$768K 0.05%
4,961
-2,852
138
$734K 0.05%
4,748
-37
139
$680K 0.05%
21,691
140
$676K 0.05%
6,240
-207
141
$652K 0.04%
+3,947
142
$646K 0.04%
6,129
-2,000
143
$604K 0.04%
2,538
+76
144
$592K 0.04%
4,345
+1,515
145
$590K 0.04%
7,946
+210
146
$585K 0.04%
1,003
-129
147
$578K 0.04%
+2,121
148
$578K 0.04%
10,681
+310
149
$569K 0.04%
3,255
+91
150
$560K 0.04%
7,954
+228
4 5
6
7 8