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
251
-75,866
252
-180,000
253
-64,790
254
-300,000
255
-180,000
256
-280,000
257
-270,000
258
-397,594
259
-31,992
260
-182,000
261
-14,855
262
-207,548
263
-135,000
264
-256,885
265
-31,600
266
-289,983
267
-250,000
268
-180,000
269
-90,000
270
-156,910
271
-40,320
272
-36,764
273
-90,741
274
-161,309
275
-47,078