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
$183M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$5.79M
3 +$2.37M
4
EVRG icon
Evergy
EVRG
+$2.26M
5
NEE icon
NextEra Energy
NEE
+$1.73M

Top Sells

1 +$2.67M
2 +$1.84M
3 +$1.41M
4
CSTM icon
Constellium
CSTM
+$1.04M
5
TT icon
Trane Technologies
TT
+$1M

Sector Composition

1 Utilities 74.79%
2 Technology 9.71%
3 Industrials 7.07%
4 Energy 2.94%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.45M 1.34%
41,792
+108
27
$2.37M 1.3%
+9,892
28
$489K 0.27%
11,571
29
-199,863