EA

Ecofin Advisors Portfolio holdings

AUM $239M
1-Year Est. Return 44.35%
This Quarter Est. Return
1 Year Est. Return
+44.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
-$321M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$2.01M
3
+$1.77M
4
EXC icon
Exelon
EXC
+$1.56M
5
WMB icon
Williams Companies
WMB
+$1.06M

Top Sells

1
+$36.1M
2
+$35.8M
3
+$34.7M
4
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$31.5M
5
TERP
TerraForm Power, Inc
TERP
+$30.2M

Sector Composition

1 Utilities 73.63%
2 Technology 6.12%
3 Energy 4.26%
4 Materials 2.83%
5 Industrials 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-178,899
27
– –
-210,623
28
– –
-216,016
29
– –
-575,354
1
2