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FTCM

First Trust Capital Management Portfolio holdings

AUM $1.9B
1-Year Est. Return 58.39%
This Fund
S&P 500
This Quarter Est. Return
+9.59%
1 Year Est. Return
+58.39%
3 Year Est. Return
+186.4%
5 Year Est. Return
+380.2%
10 Year Est. Return
AUM
$144M
AUM Growth
Cap. Flow
+$130M
Cap. Flow %
90.11%
Top 10 Hldgs %
80.9%
Holding
43
New
41
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 24.74%
2 Communication Services 13.05%
3 Healthcare 8.31%
4 Real Estate 7.41%
5 Energy 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HPY
1
DELISTED
HEARTLAND PAYMENT SYSTEMS, INC. COM STK
HPY
$17M 11.78%
+175,929
New +$16.2M
JAH
2
DELISTED
JARDEN CORPORATION
JAH
$16.4M 11.41%
+278,964
New +$14.9M
TWC
3
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
$15M 10.42%
+73,423
New +$13.9M
TFM
4
DELISTED
THE FRESH MARKET, INC COM STK
TFM
$12.2M 8.44%
+426,278
New +$9.75M
HUM icon
5
Humana
HUM
$46.7B
$12M 8.31%
+65,493
New +$11.4M
HOT
6
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
$10.2M 7.07%
+122,151
New +$8.34M
CAM
7
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
$10.2M 7.06%
+151,832
New +$9.75M
SNDK
8
DELISTED
SANDISK CORP
SNDK
$10.1M 6.98%
+132,202
New +$9.53M
BXLT
9
DELISTED
BAXALTA INC COM STK (DE)
BXLT
$9.82M 6.81%
+243,007
New +$9.61M
CKEC
10
DELISTED
Carmike Cinemas Inc
CKEC
$3.8M 2.63%
+126,386
New +$3.06M
FCS
11
DELISTED
FAIRCHILD SEMICONDUCTOR INTL INC COMMON
FCS
$3.28M 2.28%
+164,118
New +$3.33M
NEWP
12
DELISTED
NEWPORT CORP
NEWP
$2.92M 2.03%
+127,170
New +$2.32M
POWR
13
DELISTED
POWERSECURE INTL INC COM STK (DE)
POWR
$2.23M 1.55%
+119,446
New +$1.7M
NATL
14
DELISTED
National Interstate Corporation
NATL
$2.11M 1.46%
+70,398
New +$1.82M
TUMI
15
DELISTED
TUMI HLDGS INC COM
TUMI
$1.59M 1.11%
+59,460
New +$1.21M
VPG icon
16
Vishay Precision Group
VPG
$1.39B
$1.42M 0.99%
+101,498
New +$1.19M
CTLP
17
DELISTED
Cantaloupe
CTLP
$1.28M 0.89%
+293,086
New +$1.06M
ACAS
18
DELISTED
American Capital Ltd
ACAS
$1.25M 0.87%
+82,310
New +$1.15M
DAR icon
19
Darling Ingredients
DAR
$9.93B
$980K 0.68%
+74,400
New +$750K
ITIC
20
Investors Title Co
ITIC
$533M
$911K 0.63%
+10,007
New +$882K
TOWR
21
DELISTED
Tower International, Inc.
TOWR
$766K 0.53%
+28,178
New +$657K
WHF icon
22
WhiteHorse Finance
WHF
$141M
$655K 0.45%
+63,098
New +$634K
PFX icon
23
PhenixFIN
PFX
$618K 0.43%
+4,683
New +$599K
RMR icon
24
The RMR Group
RMR
$342M
$487K 0.34%
+19,490
New +$422K
FIG
25
DELISTED
Fortress Investment Group Llc
FIG
$340K 0.24%
+71,056
New +$320K

Similar funds

First Trust Capital Management's Q1 2016 Portfolio in Review

Q1 2016 is the first quarter with a 13F filing on record for First Trust Capital Management, which disclosed 43 positions worth $144M. Its ten largest holdings account for 81% of the portfolio.

Its largest position is HEARTLAND PAYMENT SYSTEMS, INC. COM STK: 175,929 shares worth $17M.

By sector, the portfolio is most concentrated in Industrials at 25% of assets, followed by Communication Services and Healthcare.

  • First Trust Capital Management's largest Q1 2016 buy was HEARTLAND PAYMENT SYSTEMS, INC. COM STK: 175,929 shares worth $17M.
  • First Trust Capital Management's ten largest holdings make up 81% of its $144M portfolio in Q1 2016.
  • First Trust Capital Management disclosed 43 positions in Q1 2016, its first 13F filing on record.

Based on First Trust Capital Management's 13F filing for Q1 2016, filed 6 May 2016.