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
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$63.8M
2
+$11.7M
3
+$9.31M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$7.97M
5
NEE icon
NextEra Energy
NEE
+$7.82M

Top Sells

1
+$14.2M
2
+$7.31M
3
+$6.43M
4
JPM icon
JPMorgan Chase
JPM
+$5.86M
5
WMT icon
Walmart
WMT
+$4.87M

Sector Composition

1 Technology 19.46%
2 Financials 12.52%
3 Healthcare 8.3%
4 Industrials 6.7%
5 Consumer Discretionary 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$652K 0.04%
4,921
-2,476
152
$633K 0.04%
5,655
153
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4,716
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154
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155
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156
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157
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158
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159
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162
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163
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164
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165
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166
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169
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2,247
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15,359
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175
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