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
$1.65B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$14.6M
3
+$4.27M
4
AAPL icon
Apple
AAPL
+$2.95M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.37M

Top Sells

1
+$17.1M
2
+$12.7M
3
+$12.6M
4
HAL icon
Halliburton
HAL
+$4.28M
5
IAK icon
iShares US Insurance ETF
IAK
+$2.79M

Sector Composition

1 Technology 14.21%
2 Healthcare 13.24%
3 Energy 10.34%
4 Financials 6.76%
5 Industrials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$365K 0.02%
8,469
+2,496
152
$358K 0.02%
27,958
153
$349K 0.02%
3,440
+160
154
$347K 0.02%
12,500
155
$336K 0.02%
4,430
+127
156
$335K 0.02%
4,293
157
$321K 0.02%
1,995
158
$309K 0.02%
7,106
159
$294K 0.02%
2,924
+204
160
$292K 0.02%
3,536
+32
161
$285K 0.02%
3,213
+280
162
$283K 0.02%
8,755
163
$282K 0.02%
2,802
+722
164
$264K 0.02%
4,400
165
$259K 0.02%
+3,126
166
$257K 0.02%
+11,137
167
$253K 0.02%
3,232
168
$246K 0.01%
3,552
+599
169
$241K 0.01%
+2,856
170
$240K 0.01%
+5,879
171
$234K 0.01%
+5,407
172
$234K 0.01%
+2,850
173
$231K 0.01%
16,006
+337
174
$230K 0.01%
+3,943
175
$230K 0.01%
3,276
-101
4 5 6
7
8