Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Wellington Shields All-Cap Fund CAPITAL MANAGEMENT INVESTMENT TRUST · 40 lines · as of Feb 28, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Wellington Shields All-Cap Fund |
|---|---|
| Alphabet Inc | 5.40 % |
| NVIDIA Corp | 4.96 % |
| Bloom Energy Corp | 4.92 % |
| Quanta Services Inc | 4.55 % |
| Walmart Inc | 4.10 % |
| VanEck Gold Miners ETF/USA | 4.01 % |
| Eli Lilly & Co | 3.95 % |
| JPMorgan Chase & Co | 3.69 % |
| Amazon.com Inc | 3.34 % |
| Microsoft Corp | 3.12 % |
| Curtiss-Wright Corp | 3.03 % |
| McKesson Corp | 2.92 % |
| BlackRock, Inc. | 2.92 % |
| GE Vernova Inc | 2.90 % |
| ASML Holding NV | 2.67 % |
| Constellation Energy Corp. | 2.62 % |
| International Business Machines Corp. | 2.43 % |
| Applied Materials Inc | 2.35 % |
| Tesla Inc | 2.32 % |
| Apple Inc | 2.25 % |
| Invesco S&P 500 Equal Weight ETF | 2.22 % |
| Intuitive Surgical Inc | 2.18 % |
| Palo Alto Networks Inc | 2.15 % |
| Palantir Technologies Inc | 1.98 % |
| Exxon Mobil Corp | 1.95 % |
| Linde PLC | 1.83 % |
| Apollo Global Management Inc | 1.81 % |
| Ross Stores Inc | 1.78 % |
| Thermo Fisher Scientific Inc | 1.58 % |
| NextEra Energy Inc | 1.49 % |
1 funds, 40 lines read.