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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
+23.38%
1 Year Est. Return
+58.39%
3 Year Est. Return
+186.4%
5 Year Est. Return
+380.2%
10 Year Est. Return
AUM
$341M
AUM Growth
Cap. Flow
+$319M
Cap. Flow %
93.39%
Top 10 Hldgs %
85.57%
Holding
30
New
30
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 31.99%
2 Financials 17.57%
3 Energy 11.7%
4 Consumer Staples 11.4%
5 Consumer Discretionary 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HAR
1
DELISTED
Harman International Industries
HAR
$45.9M 13.45%
+413,024
New +$39.9M
ENH
2
DELISTED
Endurance Specialty Holdings Ltd
ENH
$41M 12.01%
+443,663
New +$40.7M
CPPL
3
DELISTED
Columbia Pipeline Partners LP
CPPL
$39.9M 11.7%
+2,329,308
New +$39.1M
CST
4
DELISTED
CST Brands, Inc.
CST
$38M 11.14%
+790,241
New +$38M
RAI
5
DELISTED
Reynolds American Inc
RAI
$37M 10.85%
+661,108
New +$35.1M
LOCK
6
DELISTED
LifeLock, Inc.
LOCK
$24M 7.01%
+1,001,390
New +$20.4M
MENT
7
DELISTED
Mentor Graphics Corp
MENT
$23.3M 6.82%
+631,607
New +$20.6M
TMH
8
DELISTED
Team Health Holdings Inc
TMH
$17.7M 5.2%
+408,495
New +$16.9M
AEPI
9
DELISTED
AEP Industries Inc
AEPI
$13.1M 3.84%
+113,054
New +$12.8M
SCNB
10
DELISTED
Suffolk Bancorp
SCNB
$12.1M 3.55%
+283,010
New +$11.1M
IL
11
DELISTED
IntraLinks Holdings Inc.
IL
$11.4M 3.35%
+846,837
New +$9.44M
SXCP
12
DELISTED
SunCoke Energy Partners, L.P.
SXCP
$6.14M 1.8%
+318,929
New +$5.91M
OKSB
13
DELISTED
Southwest Bancorp Inc/OK
OKSB
$5.8M 1.7%
+199,872
New +$4.4M
LIOX
14
DELISTED
Lionbridge Technologies
LIOX
$3.77M 1.11%
+650,888
New +$3.33M
RAD
15
DELISTED
Rite Aid Corporation
RAD
$3.46M 1.01%
+21,022
New +$3.18M
VPG icon
16
Vishay Precision Group
VPG
$1.39B
$2.75M 0.81%
+145,692
New +$2.53M
DAR icon
17
Darling Ingredients
DAR
$9.93B
$1.88M 0.55%
+145,799
New +$1.98M
LORL
18
DELISTED
Loral Space and Communications, Inc.
LORL
$1.87M 0.55%
+45,499
New +$1.78M
LILA icon
19
Liberty Latin America Class A
LILA
$1.51B
$1.72M 0.5%
+122,579
New +$1.86M
EQY
20
DELISTED
Equity One
EQY
$1.5M 0.44%
+48,792
New +$1.43M
BRK.A icon
21
Berkshire Hathaway Class A
BRK.A
$1.07T
$1.47M 0.43%
+6
New +$1.38M
BGC icon
22
BGC Group
BGC
$5.58B
$1.42M 0.42%
+215,764
New +$1.31M
NXST icon
23
Nexstar Media Group
NXST
$5.6B
$1.39M 0.41%
+21,925
New +$1.26M
PFX icon
24
PhenixFIN
PFX
$1.15M 0.34%
+7,645
New +$1.17M
GCAP
25
DELISTED
Gain Capital Holdings, Inc.
GCAP
$769K 0.23%
+116,847
New +$704K

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First Trust Capital Management's Q4 2016 Portfolio in Review

Q4 2016 is the first quarter with a 13F filing on record for First Trust Capital Management, which disclosed 30 positions worth $341M. Its ten largest holdings account for 86% of the portfolio.

Its largest position is Endurance Specialty Holdings Ltd: 443,663 shares worth $41M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, followed by Financials and Energy.

  • First Trust Capital Management's largest Q4 2016 buy was Endurance Specialty Holdings Ltd: 443,663 shares worth $41M.
  • First Trust Capital Management's ten largest holdings make up 86% of its $341M portfolio in Q4 2016.
  • First Trust Capital Management disclosed 30 positions in Q4 2016, its first 13F filing on record.

Based on First Trust Capital Management's 13F filing for Q4 2016, filed 7 Feb 2017.