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
$1.5B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$14M
3
+$7.76M
4
APD icon
Air Products & Chemicals
APD
+$5.52M
5
PDD icon
Pinduoduo
PDD
+$4.33M

Top Sells

1
+$13.9M
2
+$12M
3
+$9.7M
4
MSFT icon
Microsoft
MSFT
+$8.14M
5
TSM icon
TSMC
TSM
+$7.85M

Sector Composition

1 Technology 17.39%
2 Financials 11.38%
3 Healthcare 8.77%
4 Consumer Staples 6%
5 Consumer Discretionary 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$438K 0.03%
3,335
-229
177
$435K 0.03%
19,135
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178
$426K 0.03%
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-709
179
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2,335
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180
$417K 0.03%
5,431
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181
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182
$408K 0.03%
1,521
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183
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+13,228
184
$402K 0.03%
4,381
185
$392K 0.03%
3,220
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186
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187
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188
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189
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190
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191
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192
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195
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196
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14,285
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197
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198
$344K 0.02%
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199
$337K 0.02%
14,192
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200
$333K 0.02%
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