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
$1.51B
AUM Growth
+$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.7M
3
+$15.3M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$15.3M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$13.7M

Top Sells

1
+$61.3M
2
+$14.9M
3
+$14.4M
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$13.9M
5
WY icon
Weyerhaeuser
WY
+$12.1M

Sector Composition

1 Technology 12.41%
2 Financials 10.95%
3 Healthcare 7.23%
4 Consumer Discretionary 6.44%
5 Industrials 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$428K 0.03%
5,675
+105
152
$425K 0.03%
11,136
+2,430
153
$425K 0.03%
5,792
-676
154
$415K 0.03%
12,734
+634
155
$408K 0.03%
6,375
-375
156
$402K 0.03%
1,823
157
$401K 0.03%
4,381
158
$395K 0.03%
3,820
159
$393K 0.03%
+13,924
160
$393K 0.03%
12,923
+513
161
$392K 0.03%
+1,733
162
$377K 0.03%
1,067
163
$374K 0.02%
22,132
164
$373K 0.02%
3,197
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165
$370K 0.02%
+16,945
166
$369K 0.02%
4,268
-2,353
167
$365K 0.02%
767
168
$338K 0.02%
547
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169
$333K 0.02%
3,579
170
$331K 0.02%
2,444
171
$329K 0.02%
1,483
172
$327K 0.02%
14,320
-7,149
173
$325K 0.02%
8,323
-2
174
$321K 0.02%
8,352
+45
175
$304K 0.02%
2,528
5 6
7
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