ECP
Electron Capital Partners Portfolio holdings
AUM
$1.87B
This Quarter Return
+10.74%
1 Year Return
+57.74%
3 Year Return
+212.1%
5 Year Return
+695.16%
10 Year Return
+2,332.05%
AUM
$2.15B
AUM Growth
+$2.15B
(+9.4%)
Cap. Flow
-$24.5M
Cap. Flow
% of AUM
-1.14%
Top 10 Holdings %
Top 10 Hldgs %
55.59%
Holding
49
New
6
Increased
11
Reduced
13
Closed
11
Top Buys
| 1 |
PPL Corp
PPL
|
$108M |
| 2 |
Sigma Lithium
SGML
|
$69.7M |
| 3 |
Vistra
VST
|
$67.6M |
| 4 |
Array Technologies
ARRY
|
$34.8M |
| 5 |
General Motors
GM
|
$30.7M |
Top Sells
| 1 |
GE Aerospace
GE
|
$58.8M |
| 2 |
AES
AES
|
$57.5M |
| 3 |
Nextracker
NXT
|
$48.1M |
| 4 |
Edison International
EIX
|
$45.2M |
| 5 |
XIFR
XPLR Infrastructure, LP
XIFR
|
$44.3M |
Sector Composition
| 1 | Industrials | 32.29% |
| 2 | Utilities | 31.44% |
| 3 | Technology | 13.9% |
| 4 | Materials | 10.54% |
| 5 | Consumer Discretionary | 7.19% |
