ECP

Electron Capital Partners Portfolio holdings

AUM $2.21B
1-Year Est. Return 51%
This Quarter Est. Return
1 Year Est. Return
+51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$765M
AUM Growth
+$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$94.4M
2
+$31.6M
3
+$27.9M
4
D icon
Dominion Energy
D
+$25.7M
5
FSLR icon
First Solar
FSLR
+$21.4M

Top Sells

1
+$66.1M
2
+$53.7M
3
+$31.9M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$26.6M
5
ADSW
Advanced Disposal Services Inc
ADSW
+$16.3M

Sector Composition

1 Utilities 71.11%
2 Industrials 7.36%
3 Technology 5.86%
4 Materials 4.07%
5 Energy 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-417,943
27
– –
-1,434,698
28
– –
-1,436,542
1
2