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
$1.48B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1 +$19.8M
2 +$17.6M
3 +$16.6M
4
NOW icon
ServiceNow
NOW
+$14.9M
5
V icon
Visa
V
+$12.2M

Top Sells

1 +$70.4M
2 +$17.3M
3 +$11.9M
4
NKE icon
Nike
NKE
+$8.27M
5
LULU icon
lululemon athletica
LULU
+$7.54M

Sector Composition

1 Technology 18.58%
2 Financials 11.76%
3 Healthcare 10.27%
4 Industrials 6.93%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$310K 0.02%
826
202
$308K 0.02%
2,041
+233
203
$306K 0.02%
7,551
+1,914
204
$305K 0.02%
23,553
+5,930
205
$296K 0.02%
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206
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207
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208
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209
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210
$288K 0.02%
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211
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212
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213
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214
$275K 0.02%
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215
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216
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219
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220
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221
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222
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3,263
223
$255K 0.02%
965
224
$250K 0.02%
6,732
-271
225
$248K 0.02%
3,000