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
$1.89B
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$47.4M
2
+$46.9M
3
+$42.2M
4
MSFT icon
Microsoft
MSFT
+$41.7M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$37.8M

Top Sells

1
+$36.8M
2
+$35.6M
3
+$31.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$28.6M
5
ITB icon
iShares US Home Construction ETF
ITB
+$27.1M

Sector Composition

1 Healthcare 13.78%
2 Technology 12.75%
3 Consumer Staples 7.32%
4 Industrials 6.23%
5 Energy 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-13,190
177
– –
-3,817
4 5 6 7
8