FTCM

First Trust Capital Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 44.96%
This Quarter Est. Return
1 Year Est. Return
+44.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$511M
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Sector Composition

1 Financials 18.57%
2 Technology 15.28%
3 Healthcare 8.29%
4 Consumer Discretionary 6.53%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
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-18,165
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-295,685
232
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-90,000
234
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-66,102
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-130,203
237
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-2
240
-99,000
241
-180,000
242
-342,900
243
-309,370
244
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-280,000
246
-328,945
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-200,000
248
-200,000
249
-135,900
250
-122,728