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
$1.5B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$14M
3
+$7.76M
4
APD icon
Air Products & Chemicals
APD
+$5.52M
5
PDD icon
Pinduoduo
PDD
+$4.33M

Top Sells

1
+$13.9M
2
+$12M
3
+$9.7M
4
MSFT icon
Microsoft
MSFT
+$8.14M
5
TSM icon
TSMC
TSM
+$7.85M

Sector Composition

1 Technology 17.39%
2 Financials 11.38%
3 Healthcare 8.77%
4 Consumer Staples 6%
5 Consumer Discretionary 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.69M 0.11%
8,528
-427
127
$1.66M 0.11%
11,822
-563
128
$1.59M 0.11%
37,935
-595
129
$1.58M 0.11%
30,194
-148
130
$1.49M 0.1%
61,162
-756
131
$1.46M 0.1%
9,896
+704
132
$1.03M 0.07%
41,697
-509
133
$1.01M 0.07%
23,941
+1,721
134
$798K 0.05%
15,770
-76
135
$790K 0.05%
4,886
-75
136
$780K 0.05%
1,002
-1
137
$779K 0.05%
3,168
-445
138
$759K 0.05%
2,519
-469
139
$738K 0.05%
4,480
+135
140
$737K 0.05%
2,531
-65
141
$735K 0.05%
3,769
-979
142
$711K 0.05%
7,696
-250
143
$669K 0.04%
5,329
-800
144
$664K 0.04%
2,038
-556
145
$663K 0.04%
6,000
-240
146
$647K 0.04%
21,691
147
$646K 0.04%
5,276
-555
148
$646K 0.04%
5,126
+274
149
$632K 0.04%
4,968
-175
150
$622K 0.04%
9,092
-1,589
4 5
6
7 8