FTCM

First Trust Capital Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 31.1%
This Quarter Est. Return
1 Year Est. Return
+31.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.32B
AUM Growth
+$454M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Sells

1 +$84.4M
2 +$45.2M
3 +$36.7M
4
AAC
Ares Acquisition Corporation
AAC
+$33.9M
5
COUP
Coupa Software Incorporated
COUP
+$31.5M

Sector Composition

1 Financials 66.61%
2 Energy 10.61%
3 Healthcare 6.18%
4 Technology 5.97%
5 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-562,491
402
-2,177,330
403
-61,960
404
-408,282