JCM

Janney Capital Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 20.06%
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1 +$19.8M
2 +$18.8M
3 +$10.6M
4
ZTS icon
Zoetis
ZTS
+$8.93M
5
SHEL icon
Shell
SHEL
+$7.23M

Top Sells

1 +$12M
2 +$10.7M
3 +$10.6M
4
SBUX icon
Starbucks
SBUX
+$7.34M
5
SAN icon
Banco Santander
SAN
+$6.57M

Sector Composition

1 Technology 12.3%
2 Healthcare 10.3%
3 Financials 9.92%
4 Consumer Staples 6.07%
5 Energy 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$334K 0.03%
2,024
+542
152
$333K 0.03%
2,444
-22
153
$324K 0.03%
2,528
-72
154
$317K 0.03%
767
155
$317K 0.03%
13,840
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156
$312K 0.03%
3,440
+706
157
$312K 0.03%
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158
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957
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159
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6,139
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160
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161
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162
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163
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620
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164
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166
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167
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168
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6,120
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169
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170
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630
171
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172
$267K 0.02%
3,434
173
$257K 0.02%
2,378
174
$254K 0.02%
+19,845
175
$249K 0.02%
3,033