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
$1.42B
AUM Growth
-$87.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$9.15M
3
+$7.4M
4
PH icon
Parker-Hannifin
PH
+$7.22M
5
AMGN icon
Amgen
AMGN
+$5.89M

Top Sells

1
+$19.6M
2
+$18M
3
+$13M
4
NOW icon
ServiceNow
NOW
+$12.9M
5
V icon
Visa
V
+$12.7M

Sector Composition

1 Technology 17.9%
2 Financials 10.91%
3 Healthcare 9.27%
4 Consumer Discretionary 6.88%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$377K 0.03%
4,639
-39
177
$372K 0.03%
1,843
-1,926
178
$371K 0.03%
4,848
+16
179
$368K 0.03%
2,644
-225
180
$364K 0.03%
2,440
181
$362K 0.03%
14,159
-126
182
$361K 0.03%
6,672
183
$360K 0.03%
1,521
184
$333K 0.02%
9,895
-93
185
$322K 0.02%
3,248
-2,028
186
$320K 0.02%
1,246
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187
$319K 0.02%
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188
$316K 0.02%
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189
$314K 0.02%
3,194
-26
190
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$312K 0.02%
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192
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193
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194
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195
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196
$292K 0.02%
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-158
197
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16,988
-157
198
$288K 0.02%
571
-102
199
$286K 0.02%
612
200
$280K 0.02%
4,675
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