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
$1.44B
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.3M
3
+$8.29M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.73M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.08M

Top Sells

1
+$18.5M
2
+$16.8M
3
+$15.6M
4
ABT icon
Abbott
ABT
+$12.4M
5
AZN icon
AstraZeneca
AZN
+$11.6M

Sector Composition

1 Technology 12.63%
2 Financials 9%
3 Healthcare 8.8%
4 Consumer Discretionary 6.4%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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