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
$1.5B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$14M
3
+$7.76M
4
APD icon
Air Products & Chemicals
APD
+$5.52M
5
PDD icon
Pinduoduo
PDD
+$4.33M

Top Sells

1
+$13.9M
2
+$12M
3
+$9.7M
4
MSFT icon
Microsoft
MSFT
+$8.14M
5
TSM icon
TSMC
TSM
+$7.85M

Sector Composition

1 Technology 17.39%
2 Financials 11.38%
3 Healthcare 8.77%
4 Consumer Staples 6%
5 Consumer Discretionary 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$329K 0.02%
1,595
-130
202
$328K 0.02%
+7,063
203
$327K 0.02%
673
-7
204
$326K 0.02%
1,488
-1,040
205
$317K 0.02%
2,955
-244
206
$315K 0.02%
6,279
-220
207
$315K 0.02%
1,235
-64
208
$313K 0.02%
9,543
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209
$295K 0.02%
5,490
-189
210
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3,908
-137
211
$288K 0.02%
17,145
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212
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213
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5,691
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214
$278K 0.02%
826
215
$278K 0.02%
612
216
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217
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218
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219
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+11,001
220
$249K 0.02%
3,263
221
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992
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222
$240K 0.02%
9,751
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223
$231K 0.02%
19,845
224
$228K 0.02%
1,325
-350
225
$227K 0.02%
800
-2
6 7 8
9
10