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
$1.74B
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$22M
3
+$21.6M
4
MCD icon
McDonald's
MCD
+$20.5M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$16.8M

Top Sells

1
+$33.4M
2
+$26.2M
3
+$15.5M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$5.68M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$5.63M

Sector Composition

1 Technology 15.71%
2 Healthcare 13.71%
3 Energy 7.93%
4 Industrials 7.51%
5 Financials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$365K 0.02%
6,958
-15
152
$361K 0.02%
4,273
+30
153
$348K 0.02%
+8,218
154
$347K 0.02%
9,023
+331
155
$337K 0.02%
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156
$330K 0.02%
18,460
+5,654
157
$326K 0.02%
8,705
-50
158
$310K 0.02%
5,956
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159
$287K 0.02%
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160
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3,263
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161
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162
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163
$266K 0.02%
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164
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165
$259K 0.01%
11,000
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166
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167
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168
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1,483
169
$244K 0.01%
2,842
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170
$243K 0.01%
17,831
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171
$243K 0.01%
2,137
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172
$238K 0.01%
+2,246
173
$231K 0.01%
3,343
+166
174
$226K 0.01%
4,400
175
$225K 0.01%
1,799
+100
4 5 6
7
8