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
$712M
AUM Growth
-$2.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1 +$3.7M
2 +$740K
3 +$466K
4
GE icon
GE Aerospace
GE
+$455K
5
PEP icon
PepsiCo
PEP
+$422K

Top Sells

1 +$102M
2 +$77.4M
3 +$52.4M
4
VHT icon
Vanguard Health Care ETF
VHT
+$51M
5
RTH icon
VanEck Retail ETF
RTH
+$47.9M

Sector Composition

1 Technology 21.05%
2 Healthcare 15.41%
3 Consumer Discretionary 13.05%
4 Consumer Staples 12.17%
5 Energy 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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