JCM
Janney Capital Management Portfolio holdings
AUM
$1.55B
1-Year Return
20.06%
This Quarter Return
+2.87%
1 Year Return
+20.06%
3 Year Return
+63.25%
5 Year Return
+116.31%
10 Year Return
+201.07%
AUM
$2.18B
AUM Growth
-$35.4M
(-1.6%)
Cap. Flow
-$66.9M
Cap. Flow
% of AUM
-3.07%
Top 10 Holdings %
Top 10 Hldgs %
31.91%
Holding
192
New
22
Increased
22
Reduced
113
Closed
14
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$48.9M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$29.7M |
| 3 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$14.9M |
| 4 |
Whirlpool
WHR
|
$14M |
| 5 |
Chubb
CB
|
$13.7M |
Top Sells
Sector Composition
| 1 | Technology | 11.48% |
| 2 | Healthcare | 10.19% |
| 3 | Financials | 6.97% |
| 4 | Consumer Staples | 5.75% |
| 5 | Energy | 5.31% |
