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
$2.34B
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1 +$30.7M
2 +$28.5M
3 +$21.5M
4
WPP icon
WPP
WPP
+$16.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.3M

Top Sells

1 +$35.3M
2 +$33.1M
3 +$21.5M
4
TPR icon
Tapestry
TPR
+$20.2M
5
GE icon
GE Aerospace
GE
+$13.6M

Sector Composition

1 Technology 10.82%
2 Healthcare 9.76%
3 Financials 7.06%
4 Consumer Staples 5.37%
5 Energy 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$332K 0.01%
+4,477
177
$323K 0.01%
6,010
-681
178
$320K 0.01%
10,675
+675
179
$319K 0.01%
2,500
180
$318K 0.01%
10,290
+100
181
$316K 0.01%
2,155
-849
182
$310K 0.01%
+18,227
183
$305K 0.01%
5,840
+200
184
$303K 0.01%
7,225
+210
185
$299K 0.01%
2,541
-98
186
$294K 0.01%
1,767
-218
187
$291K 0.01%
2,173
+39
188
$284K 0.01%
885
+27
189
$282K 0.01%
1,951
+18
190
$280K 0.01%
10,441
-76
191
$277K 0.01%
3,293
+117
192
$264K 0.01%
3,622
+128
193
$257K 0.01%
8,050
-11,000
194
$256K 0.01%
+2,316
195
$255K 0.01%
8,417
+69
196
$252K 0.01%
1,599
-212
197
$249K 0.01%
+6,264
198
$247K 0.01%
1,447
+11
199
$241K 0.01%
5,118
+137
200
$237K 0.01%
+5,421