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
$2.18B
AUM Growth
-$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$29.7M
3
+$14.9M
4
WHR icon
Whirlpool
WHR
+$14M
5
CB icon
Chubb
CB
+$13.7M

Top Sells

1
+$37.8M
2
+$33.8M
3
+$33.2M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$23.7M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$22.5M

Sector Composition

1 Technology 11.48%
2 Healthcare 10.19%
3 Financials 6.97%
4 Consumer Staples 5.75%
5 Energy 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$322K 0.01%
4,345
152
$312K 0.01%
2,639
-2,100
153
$308K 0.01%
+2,867
154
$307K 0.01%
6,554
+2
155
$271K 0.01%
+6,685
156
$266K 0.01%
3,953
+47
157
$261K 0.01%
7,667
-42
158
$258K 0.01%
5,008
-657,055
159
$250K 0.01%
9,250
+700
160
$247K 0.01%
4,665
161
$238K 0.01%
6,203
+300
162
$237K 0.01%
3,932
163
$235K 0.01%
3,125
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164
$233K 0.01%
6,060
165
$224K 0.01%
1,954
+202
166
$222K 0.01%
+6,382
167
$221K 0.01%
1,811
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168
$221K 0.01%
2,134
-12
169
$219K 0.01%
3,351
170
$219K 0.01%
3,192
171
$218K 0.01%
5,840
+460
172
$213K 0.01%
2,465
173
$211K 0.01%
+9,584
174
$210K 0.01%
+4,604
175
$207K 0.01%
+1,549
4 5 6
7
8