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
$1.51B
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$63.8M
2
+$11.7M
3
+$9.31M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$7.97M
5
NEE icon
NextEra Energy
NEE
+$7.82M

Top Sells

1
+$14.2M
2
+$7.31M
3
+$6.43M
4
JPM icon
JPMorgan Chase
JPM
+$5.86M
5
WMT icon
Walmart
WMT
+$4.87M

Sector Composition

1 Technology 19.46%
2 Financials 12.52%
3 Healthcare 8.3%
4 Industrials 6.7%
5 Consumer Discretionary 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.02M 0.13%
41,702
+2,563
127
$1.97M 0.13%
18,638
-3,044
128
$1.94M 0.13%
+10,469
129
$1.86M 0.12%
68,194
-3,200
130
$1.82M 0.12%
57,848
+1,564
131
$1.72M 0.11%
13,054
+786
132
$1.67M 0.11%
7,834
-198
133
$1.57M 0.1%
6,942
-973
134
$1.57M 0.1%
9,435
135
$1.51M 0.1%
29,127
-1,130
136
$1.44M 0.1%
59,907
-1,387
137
$1.41M 0.09%
14,138
-26
138
$1.4M 0.09%
+34,562
139
$1.34M 0.09%
2,283
140
$1.01M 0.07%
40,851
-930
141
$942K 0.06%
4,886
142
$882K 0.06%
5,290
-317
143
$787K 0.05%
9,282
+14
144
$774K 0.05%
2,354
145
$764K 0.05%
3,352
-233
146
$747K 0.05%
14,902
-114
147
$723K 0.05%
2,531
148
$706K 0.05%
21,691
149
$668K 0.04%
+17,911
150
$659K 0.04%
5,719
-196
4 5
6
7 8