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
$1.4B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$8.49M
3
+$6.93M
4
NOW icon
ServiceNow
NOW
+$6.72M
5
UNH icon
UnitedHealth
UNH
+$6.4M

Top Sells

1
+$15.3M
2
+$8.92M
3
+$8.34M
4
META icon
Meta Platforms (Facebook)
META
+$3.6M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.51M

Sector Composition

1 Technology 13.67%
2 Healthcare 10.53%
3 Financials 10.04%
4 Energy 6.59%
5 Consumer Staples 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$288K 0.02%
+16,780
202
$282K 0.02%
+4,938
203
$279K 0.02%
8,379
-2,872
204
$278K 0.02%
1,395
+318
205
$277K 0.02%
19,845
206
$274K 0.02%
1,834
207
$274K 0.02%
+5,978
208
$271K 0.02%
4,904
+80
209
$270K 0.02%
5,778
-225
210
$269K 0.02%
3,162
+1
211
$265K 0.02%
1,074
+50
212
$264K 0.02%
+11,641
213
$263K 0.02%
+2,568
214
$263K 0.02%
3,434
215
$262K 0.02%
1,772
-22
216
$257K 0.02%
8,780
+400
217
$256K 0.02%
5,625
218
$251K 0.02%
2,484
+19
219
$250K 0.02%
+2,174
220
$242K 0.02%
23,267
-3,359
221
$241K 0.02%
+4,773
222
$240K 0.02%
2,398
+4
223
$236K 0.02%
3,674
-80
224
$233K 0.02%
+3,972
225
$233K 0.02%
+3,733
6 7 8
9
10