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
$2.3B
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$31.2M
3
+$21.7M
4
UPS icon
United Parcel Service
UPS
+$20.3M
5
BP icon
BP
BP
+$20M

Top Sells

1
+$132M
2
+$32.6M
3
+$31.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$23.7M
5
SO icon
Southern Company
SO
+$15.7M

Sector Composition

1 Technology 10.61%
2 Healthcare 9.57%
3 Financials 7.09%
4 Energy 5.84%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$299K 0.01%
2,541
177
$298K 0.01%
11,974
-1,624
178
$295K 0.01%
2,192
+19
179
$292K 0.01%
865
-20
180
$288K 0.01%
9,379
+962
181
$287K 0.01%
821
+75
182
$286K 0.01%
+1,325
183
$276K 0.01%
3,910
+288
184
$271K 0.01%
1,727
-40
185
$266K 0.01%
5,421
186
$265K 0.01%
9,359
-931
187
$264K 0.01%
+9,227
188
$264K 0.01%
10,000
-675
189
$262K 0.01%
1,933
-18
190
$260K 0.01%
+10,325
191
$259K 0.01%
3,555
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192
$249K 0.01%
5,503
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193
$248K 0.01%
10,441
194
$242K 0.01%
2,408
-3,234
195
$242K 0.01%
5,286
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196
$221K 0.01%
4,191
197
$220K 0.01%
6,200
+1,162
198
$215K 0.01%
9,239
199
$213K 0.01%
2,535
-25
200
$210K 0.01%
2,105
-90
6 7
8
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