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
$1.57B
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Sells

1 +$13.9M
2 +$12.3M
3 +$11.6M
4
ITB icon
iShares US Home Construction ETF
ITB
+$5.84M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.47M

Sector Composition

1 Technology 12.63%
2 Financials 11.14%
3 Healthcare 7.44%
4 Consumer Discretionary 7.04%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$208K 0.01%
+1,484
202
$201K 0.01%
2,879
-238
203
$192K 0.01%
13,486
204
-86,097
205
-516,560
206
-25,354