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
$1.42B
AUM Growth
-$87.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1 +$17.9M
2 +$9.15M
3 +$7.4M
4
PH icon
Parker-Hannifin
PH
+$7.22M
5
AMGN icon
Amgen
AMGN
+$5.89M

Top Sells

1 +$19.6M
2 +$18M
3 +$13M
4
NOW icon
ServiceNow
NOW
+$12.9M
5
V icon
Visa
V
+$12.7M

Sector Composition

1 Technology 17.9%
2 Financials 10.91%
3 Healthcare 9.27%
4 Consumer Discretionary 6.88%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$526K 0.04%
3,033
152
$520K 0.04%
4,900
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153
$513K 0.04%
2,114
154
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155
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169
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172
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3,735
173
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5,385
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174
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13,104
-124
175
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5,667
+33