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
$1.4B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$8.49M
3
+$6.93M
4
NOW icon
ServiceNow
NOW
+$6.72M
5
UNH icon
UnitedHealth
UNH
+$6.4M

Top Sells

1
+$15.3M
2
+$8.92M
3
+$8.34M
4
META icon
Meta Platforms (Facebook)
META
+$3.6M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.51M

Sector Composition

1 Technology 13.67%
2 Healthcare 10.53%
3 Financials 10.04%
4 Energy 6.59%
5 Consumer Staples 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$380K 0.03%
2,366
-21
177
$379K 0.03%
695
-9
178
$375K 0.03%
2,826
+764
179
$372K 0.03%
2,973
+6
180
$370K 0.03%
+1,515
181
$369K 0.03%
2,195
+820
182
$364K 0.03%
12,823
+10
183
$362K 0.03%
+3,157
184
$360K 0.03%
+1,700
185
$354K 0.03%
969
-2
186
$353K 0.03%
3,033
187
$352K 0.03%
12,436
-1,133
188
$350K 0.03%
1,589
-20
189
$340K 0.02%
1,422
-50
190
$340K 0.02%
767
191
$332K 0.02%
5,232
-1,843
192
$322K 0.02%
+854
193
$320K 0.02%
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194
$318K 0.02%
+1,209
195
$303K 0.02%
+3,267
196
$301K 0.02%
18,712
+49
197
$299K 0.02%
+6,561
198
$291K 0.02%
2,421
-29,917
199
$291K 0.02%
5,254
-792
200
$289K 0.02%
3,795
6 7
8
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