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
$1.42B
AUM Growth
-$87.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1 +$17.9M
2 +$9.15M
3 +$7.4M
4
PH icon
Parker-Hannifin
PH
+$7.22M
5
AMGN icon
Amgen
AMGN
+$5.89M

Top Sells

1 +$19.6M
2 +$18M
3 +$13M
4
NOW icon
ServiceNow
NOW
+$12.9M
5
V icon
Visa
V
+$12.7M

Sector Composition

1 Technology 17.9%
2 Financials 10.91%
3 Healthcare 9.27%
4 Consumer Discretionary 6.88%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$277K 0.02%
1,257
-943
202
$275K 0.02%
5,439
-51
203
$275K 0.02%
3,871
-37
204
$272K 0.02%
1,808
205
$265K 0.02%
1,235
206
$263K 0.02%
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207
$257K 0.02%
7,003
-60
208
$252K 0.02%
2,312
-23
209
$248K 0.02%
3,000
210
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211
$240K 0.02%
3,263
212
$240K 0.02%
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213
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214
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215
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965
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216
$233K 0.02%
17,623
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217
$229K 0.02%
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218
$226K 0.02%
8,682
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219
$218K 0.02%
7,886
220
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+569
221
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3,382
-29
222
$205K 0.01%
+1,360
223
$203K 0.01%
+1,798
224
$178K 0.01%
13,486
225
-1,595