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
$2.18B
AUM Growth
-$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$29.7M
3
+$14.9M
4
WHR icon
Whirlpool
WHR
+$14M
5
CB icon
Chubb
CB
+$13.7M

Top Sells

1
+$37.8M
2
+$33.8M
3
+$33.2M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$23.7M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$22.5M

Sector Composition

1 Technology 11.48%
2 Healthcare 10.19%
3 Financials 6.97%
4 Consumer Staples 5.75%
5 Energy 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$202K 0.01%
6,322
-776
177
$133K 0.01%
14,382
+164
178
$31K ﹤0.01%
12,600
179
– –
-260,001
180
– –
-1,821
181
– –
-1,251,654
182
– –
-3,165
183
– –
-929,316
184
– –
-6,257
185
– –
-5,156
186
– –
-7,103
187
– –
-182,440
188
– –
-731,835
189
– –
-889,136
190
– –
-382,102
191
– –
-3,192
192
– –
-35,784
4 5 6 7
8