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
$1.66B
AUM Growth
+$1.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$20.2M
3
+$15.1M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$13.2M
5
CHIX
Global X MSCI China Financials ETF
CHIX
+$4.88M

Top Sells

1
+$18.9M
2
+$17.1M
3
+$16.3M
4
EMR icon
Emerson Electric
EMR
+$11.8M
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$7.38M

Sector Composition

1 Technology 15.5%
2 Healthcare 13.53%
3 Energy 9.65%
4 Financials 7%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48M 2.9%
1,905,472
+77,952
2
$42M 2.53%
904,865
+38,376
3
$38.7M 2.34%
362,715
+16,470
4
$35.7M 2.16%
466,518
+21,927
5
$33.4M 2.02%
730,204
+55,314
6
$32.1M 1.94%
269,250
+10,892
7
$30.6M 1.85%
+482,690
8
$29.7M 1.79%
354,681
+12,607
9
$29M 1.75%
356,578
+16,317
10
$28.1M 1.7%
807,013
+45,317
11
$23.1M 1.39%
661,145
+42,171
12
$23M 1.39%
643,950
+41,366
13
$22.8M 1.38%
693,627
+33,052
14
$22.7M 1.37%
512,601
+32,699
15
$22M 1.33%
340,916
+22,232
16
$21.5M 1.3%
800,332
+17,800
17
$20.5M 1.24%
192,534
+189,408
18
$20.4M 1.23%
244,309
+9,951
19
$19.7M 1.19%
249,485
+13,801
20
$19.6M 1.19%
314,711
+19,820
21
$19.4M 1.17%
662,063
+13,971
22
$19.2M 1.16%
339,729
+21,772
23
$18.7M 1.13%
235,457
+5,138
24
$18.7M 1.13%
665,773
+40,540
25
$18.5M 1.12%
389,462
+24,725
1
2 3 4 5