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
$2.34B
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$28.5M
3
+$21.5M
4
WPP icon
WPP
WPP
+$16.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.3M

Top Sells

1
+$35.3M
2
+$33.1M
3
+$21.5M
4
TPR icon
Tapestry
TPR
+$20.2M
5
GE icon
GE Aerospace
GE
+$13.6M

Sector Composition

1 Technology 10.82%
2 Healthcare 9.76%
3 Financials 7.06%
4 Consumer Staples 5.37%
5 Energy 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$228K 0.01%
4,191
202
$228K 0.01%
746
203
$220K 0.01%
+2,560
204
$217K 0.01%
1,465
-733
205
$216K 0.01%
+2,896
206
$214K 0.01%
5,094
+183
207
$214K 0.01%
2,195
208
$212K 0.01%
9,239
-310
209
$211K 0.01%
+5,785
210
$209K 0.01%
+1,003
211
$206K 0.01%
+5,368
212
$203K 0.01%
5,038
-384
213
$201K 0.01%
2,990
-867
214
$191K 0.01%
17,656
-955,065
215
$99K ﹤0.01%
+10,833
216
$57K ﹤0.01%
10,000
217
– –
-8,353
218
– –
-20,000
219
– –
-21,933
220
– –
-8,840
221
– –
-7,174
222
– –
-7,948
223
– –
-22,457
224
– –
-12,533
225
– –
-22,000
6 7 8
9
10