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
$1.49B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1 +$23.6M
2 +$18.7M
3 +$14.4M
4
NOW icon
ServiceNow
NOW
+$12.3M
5
DD icon
DuPont de Nemours
DD
+$12.2M

Top Sells

1 +$10.5M
2 +$7.27M
3 +$5.62M
4
DIS icon
Walt Disney
DIS
+$5.38M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$5.07M

Sector Composition

1 Technology 17.87%
2 Financials 10.23%
3 Healthcare 8.89%
4 Consumer Discretionary 6.96%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$322K 0.02%
4,464
-255
202
$309K 0.02%
+3,331
203
$307K 0.02%
+1,299
204
$304K 0.02%
+4,404
205
$303K 0.02%
2,158
-350
206
$302K 0.02%
16,685
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207
$295K 0.02%
4,045
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208
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6,499
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209
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8,872
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-284
211
$280K 0.02%
1,725
212
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612
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213
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+5,391
214
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1,675
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215
$259K 0.02%
5,616
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216
$255K 0.02%
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217
$254K 0.02%
3,289
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218
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826
219
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19,845
220
$243K 0.02%
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221
$241K 0.02%
680
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222
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800
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223
$240K 0.02%
3,849
+39
224
$231K 0.02%
802
-68
225
$231K 0.02%
3,263