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Holdings (Monthly) Guide ↗

Wellington Shields All-Cap Fund

· Capital Management Investment Trust
Monthly Holdings $78M AUM 1 positions Period May 2026 Filed Jul 16, 2026 EDGAR ↗ ← All Funds
All 7 New 1 Added 4 Reduced 4 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Goldman Sachs Trust - Goldman Sachs Financial Square Government Fund Institutional Class 38141W273 Feb 2026 2,788,358 +1,131,730 $2.8M +68.3% 3.58% STIV