JCM

Janney Capital Management Portfolio holdings

AUM $1.59B
1-Year Est. Return 23.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1 +$24M
2 +$22.8M
3 +$22.6M
4
MSFT icon
Microsoft
MSFT
+$21.2M
5
JNJ icon
Johnson & Johnson
JNJ
+$21.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.41%
2 Healthcare 12.53%
3 Energy 8.76%
4 Industrials 7.81%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$203K 0.02%
+5,938
152
$166K 0.02%
+15,750