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
$1.23B
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$19.7M
3
+$17.3M
4
AAPL icon
Apple
AAPL
+$14.9M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$12.4M

Top Sells

1
+$20.4M
2
+$15.9M
3
+$12.3M
4
GSK icon
GSK
GSK
+$11.2M
5
EMR icon
Emerson Electric
EMR
+$9.56M

Sector Composition

1 Technology 13.88%
2 Financials 10.73%
3 Healthcare 10.07%
4 Energy 6.58%
5 Consumer Staples 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$375K 0.03%
3,244
+800
152
$374K 0.03%
+3,886
153
$366K 0.03%
12,034
-968
154
$361K 0.03%
4,449
+1,009
155
$360K 0.03%
1,180
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156
$354K 0.03%
2,967
-237
157
$353K 0.03%
13,341
-1,080
158
$338K 0.03%
+9,412
159
$334K 0.03%
13,569
-1,546
160
$333K 0.03%
+1,472
161
$333K 0.03%
10,498
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162
$331K 0.03%
704
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163
$331K 0.03%
2,660
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164
$329K 0.03%
7,888
+1,768
165
$323K 0.03%
778
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166
$314K 0.03%
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167
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7,738
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168
$312K 0.03%
10,086
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169
$308K 0.03%
767
170
$304K 0.02%
906
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171
$302K 0.02%
12,813
-1,027
172
$301K 0.02%
3,033
173
$298K 0.02%
11,251
+1,008
174
$297K 0.02%
2,062
+38
175
$293K 0.02%
1,942
-239
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7
8 9