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
$2.34B
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$28.5M
3
+$21.5M
4
WPP icon
WPP
WPP
+$16.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.3M

Top Sells

1
+$35.3M
2
+$33.1M
3
+$21.5M
4
TPR icon
Tapestry
TPR
+$20.2M
5
GE icon
GE Aerospace
GE
+$13.6M

Sector Composition

1 Technology 10.82%
2 Healthcare 9.76%
3 Financials 7.06%
4 Consumer Staples 5.37%
5 Energy 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$144M 6.14%
4,518,740
-112,646
2
$140M 5.96%
2,355,060
-50,572
3
$95.5M 4.07%
357,742
+5,787
4
$71M 3.03%
669,706
+6,451
5
$54.2M 2.31%
355,567
-4,971
6
$52.2M 2.23%
609,842
-7,568
7
$48.9M 2.09%
319,538
-4,506
8
$48.5M 2.07%
611,040
+9,136
9
$44.6M 1.9%
1,682,575
-38,896
10
$42.1M 1.8%
301,596
-2,859
11
$36M 1.54%
948,780
-12,095
12
$35.4M 1.51%
1,110,065
-37,438
13
$35.4M 1.51%
447,576
-4,340
14
$34.4M 1.47%
274,665
-2,624
15
$33M 1.41%
678,986
+3,921
16
$32.6M 1.39%
430,206
-7,669
17
$31.8M 1.36%
301,330
-3,695
18
$31.8M 1.36%
727,255
-300,485
19
$30.7M 1.31%
+993,765
20
$30.3M 1.29%
330,253
-5,175
21
$28.5M 1.21%
+563,037
22
$27.4M 1.17%
715,739
+281
23
$26.4M 1.13%
881,125
+4,477
24
$25.5M 1.09%
374,783
+327
25
$25.2M 1.07%
765,060
-2,106
1
2 3 4 5