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
$1.65B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$14.6M
3
+$4.27M
4
AAPL icon
Apple
AAPL
+$2.95M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.37M

Top Sells

1
+$17.1M
2
+$12.7M
3
+$12.6M
4
HAL icon
Halliburton
HAL
+$4.28M
5
IAK icon
iShares US Insurance ETF
IAK
+$2.79M

Sector Composition

1 Technology 14.21%
2 Healthcare 13.24%
3 Energy 10.34%
4 Financials 6.76%
5 Industrials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$218K 0.01%
+2,961
177
$217K 0.01%
+3,177
178
$215K 0.01%
4,158
179
$212K 0.01%
+2,550
180
$212K 0.01%
+1,483
181
$211K 0.01%
+6,379
182
$209K 0.01%
5,031
-800
183
$209K 0.01%
3,065
+565
184
$200K 0.01%
1,699
185
$190K 0.01%
+12,383
186
– –
-187,496
187
– –
-3,950
188
– –
-60,735
189
– –
-301,895
190
– –
-20,870
191
– –
-1,170
192
– –
-29,500
4 5 6 7
8