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
$1.86B
AUM Growth
-$414M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1 +$44M
2 +$41.4M
3 +$20.1M
4
T icon
AT&T
T
+$18.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$17.9M

Sector Composition

1 Healthcare 10.83%
2 Technology 9.81%
3 Consumer Staples 7.39%
4 Industrials 6.36%
5 Financials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,679
152
-65,101
153
-38,588
154
-69,102
155
-3,872
156
-460,520
157
-3,200
158
-376,678
159
-262,890
160
-82,969
161
-5,752
162
-385,535
163
-4,739
164
-38,039
165
-22,911
166
-20,734
167
-967,342
168
-39,357
169
-477,080
170
-39,998
171
-191,367
172
-993,510
173
-128,811
174
-493,434
175
-13,849