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
$2.3B
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$31.2M
3
+$21.7M
4
UPS icon
United Parcel Service
UPS
+$20.3M
5
BP icon
BP
BP
+$20M

Top Sells

1
+$132M
2
+$32.6M
3
+$31.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$23.7M
5
SO icon
Southern Company
SO
+$15.7M

Sector Composition

1 Technology 10.61%
2 Healthcare 9.57%
3 Financials 7.09%
4 Energy 5.84%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$410K 0.02%
10,013
+1,074
152
$408K 0.02%
16,653
-1,200
153
$400K 0.02%
9,744
+714
154
$363K 0.02%
5,858
+438
155
$361K 0.02%
3,813
-400
156
$361K 0.02%
10,460
+800
157
$359K 0.02%
10,465
-21
158
$356K 0.02%
21,915
+2,792
159
$355K 0.02%
4,083
+416
160
$353K 0.02%
31,414
+2,536
161
$345K 0.02%
2,205
-107
162
$343K 0.01%
2,339
+184
163
$341K 0.01%
14,515
+1,058
164
$340K 0.01%
3,814
165
$335K 0.01%
+14,254
166
$332K 0.01%
+15,042
167
$330K 0.01%
6,410
+400
168
$330K 0.01%
2,065
+32
169
$329K 0.01%
2,859
-1,641
170
$323K 0.01%
8,772
+636
171
$321K 0.01%
22,132
172
$318K 0.01%
7,821
+596
173
$305K 0.01%
20,015
+1,788
174
$303K 0.01%
8,062
+601
175
$301K 0.01%
5,840
5 6
7
8 9