JCM

Janney Capital Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 20.06%
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$19.7M
3
+$17.3M
4
AAPL icon
Apple
AAPL
+$14.9M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$12.4M

Top Sells

1
+$20.4M
2
+$15.9M
3
+$12.3M
4
GSK icon
GSK
GSK
+$11.2M
5
EMR icon
Emerson Electric
EMR
+$9.56M

Sector Composition

1 Technology 13.88%
2 Financials 10.73%
3 Healthcare 10.07%
4 Energy 6.58%
5 Consumer Staples 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$291K 0.02%
1,609
+279
177
$289K 0.02%
+3,027
178
$289K 0.02%
6,003
-136
179
$285K 0.02%
+4,307
180
$280K 0.02%
+2,309
181
$279K 0.02%
6,046
+130
182
$271K 0.02%
+26,626
183
$270K 0.02%
3,795
184
$268K 0.02%
19,845
185
$266K 0.02%
9,734
-3,656
186
$262K 0.02%
22,774
-1,701
187
$255K 0.02%
3,434
188
$253K 0.02%
1,794
-104
189
$251K 0.02%
18,663
-6,412
190
$250K 0.02%
3,161
+72
191
$245K 0.02%
2,193
-251
192
$244K 0.02%
+1,375
193
$243K 0.02%
630
194
$232K 0.02%
3,754
-49
195
$231K 0.02%
2,465
+25
196
$226K 0.02%
+3,707
197
$223K 0.02%
1,834
198
$221K 0.02%
2,394
+16
199
$217K 0.02%
+5,625
200
$215K 0.02%
+1,024
5 6 7
8
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