FTCM

First Trust Capital Management Portfolio holdings

AUM $1.65B
1-Year Est. Return 60.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+60.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
+$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$77.7M
2 +$73.6M
3 +$71M
4
SRCL
Stericycle Inc
SRCL
+$63.8M
5
SMAR
Smartsheet Inc.
SMAR
+$59.5M

Sector Composition

1 Financials 42.53%
2 Technology 20.26%
3 Industrials 12.28%
4 Utilities 6.71%
5 Energy 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-490,485