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
$1.51B
AUM Growth
+$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.7M
3
+$15.3M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$15.3M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$13.7M

Top Sells

1
+$61.3M
2
+$14.9M
3
+$14.4M
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$13.9M
5
WY icon
Weyerhaeuser
WY
+$12.1M

Sector Composition

1 Technology 12.41%
2 Financials 10.95%
3 Healthcare 7.23%
4 Consumer Discretionary 6.44%
5 Industrials 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$303K 0.02%
11,000
177
$300K 0.02%
3,795
-775,569
178
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1,679
179
$290K 0.02%
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180
$280K 0.02%
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181
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182
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730
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183
$254K 0.02%
+32,915
184
$253K 0.02%
3,247
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185
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925
186
$248K 0.02%
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187
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188
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189
$239K 0.02%
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190
$235K 0.02%
+3,023
191
$233K 0.02%
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193
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194
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2,700
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195
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897
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196
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2,129
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197
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198
$213K 0.01%
+3,117
199
$212K 0.01%
13,486
200
$208K 0.01%
+3,263
5 6 7
8
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