Wellington Shields All-Cap Fund

Wellington Shields All-Cap Fund is a registered fund series of CAPITAL MANAGEMENT INVESTMENT TRUST (series S000010456). Net assets $78.0M as of 2026-05-31.

Profile

Advisers

Top holdings (44 reported)

Showing 15 of 44 holdings by value.

HoldingTickerValue% of fund
Bloom Energy Corporation$5.1M654.00%
Alphabet Inc.$4.6M585.00%
NVIDIA Corporation$4.1M525.00%
Quanta Services, Inc.$4.0M511.00%
Amazon.com, Inc.$3.0M382.00%
Eli Lilly And Company$2.9M369.00%
Palo Alto Networks, Inc.$2.8M361.00%
Goldman Sachs Trust - Goldman Sachs Financial Square Government Fund Institutional Class$2.8M358.00%
Walmart Inc.$2.6M330.00%
JPMorgan Chase & Co.$2.5M326.00%
Microsoft Corporation$2.5M318.00%
Curtiss-Wright Corporation$2.2M288.00%
GE Vernova Inc.$2.2M286.00%
VanEck ETF Trust - Vaneck Gold Miners ETF$2.1M276.00%
International Business Machines Corporation$2.1M267.00%

Net asset history

Report dateNet assets
2026-05-31$78.0M
2026-02-28$69.3M
2025-11-30$69.2M
2025-08-31$62.8M
2025-05-31$58.8M
2025-02-28$58.9M
2024-11-30$62.3M
2024-08-31$57.6M

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