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
$2.34B
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$28.5M
3
+$21.5M
4
WPP icon
WPP
WPP
+$16.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.3M

Top Sells

1
+$35.3M
2
+$33.1M
3
+$21.5M
4
TPR icon
Tapestry
TPR
+$20.2M
5
GE icon
GE Aerospace
GE
+$13.6M

Sector Composition

1 Technology 10.82%
2 Healthcare 9.76%
3 Financials 7.06%
4 Consumer Staples 5.37%
5 Energy 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$439K 0.02%
14,182
+501
152
$434K 0.02%
5,119
+208
153
$431K 0.02%
+73,477
154
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4,116
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155
$423K 0.02%
5,279
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156
$414K 0.02%
7,461
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157
$410K 0.02%
10,486
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158
$398K 0.02%
2,312
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159
$398K 0.02%
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160
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161
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162
$377K 0.02%
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163
$369K 0.02%
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164
$365K 0.02%
9,660
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165
$365K 0.02%
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166
$362K 0.02%
13,457
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167
$358K 0.02%
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168
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169
$352K 0.02%
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170
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5,780
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171
$341K 0.01%
22,132
172
$340K 0.01%
8,136
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173
$340K 0.01%
13,598
174
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19,123
+7,838
175
$338K 0.01%
10,473
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