Your funds, side by side
These are 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 · 43 lines · as of May 31, 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 |
|---|---|
| Bloom Energy Corp | 6.54 % |
| Alphabet Inc | 5.86 % |
| NVIDIA Corp | 5.25 % |
| Quanta Services Inc | 5.11 % |
| Amazon.com Inc | 3.82 % |
| Eli Lilly & Co | 3.69 % |
| Palo Alto Networks Inc | 3.61 % |
| Walmart Inc | 3.30 % |
| JPMorgan Chase & Co | 3.26 % |
| Microsoft Corp | 3.18 % |
| Curtiss-Wright Corp | 2.88 % |
| GE VERNOVA INC | 2.86 % |
| VanEck Gold Miners ETF/USA | 2.76 % |
| INTERNATIONAL BUSINESS MACHINES CORP | 2.67 % |
| ASML Holding NV | 2.64 % |
| BlackRock, Inc. | 2.55 % |
| Applied Materials Inc | 2.53 % |
| Apple Inc | 2.36 % |
| Tesla Inc | 2.24 % |
| CONSTELLATION ENERGY CORP | 2.03 % |
| INVESCO EXCHANGE TRADED FUND TRUST | 2.01 % |
| Palantir Technologies Inc | 2.01 % |
| McKesson Corp | 1.95 % |
| Ross Stores Inc | 1.78 % |
| Exxon Mobil Corp | 1.65 % |
| Linde PLC | 1.60 % |
| Celestica Inc | 1.38 % |
| Thermo Fisher Scientific Inc | 1.33 % |
| NextEra Energy Inc | 1.23 % |
| SLB Ltd | 1.19 % |
Titelia read 43 lines in these 1 funds.