ECP

Electron Capital Partners Portfolio holdings

AUM $1.87B
1-Year Est. Return 57.74%
This Quarter Est. Return
1 Year Est. Return
+57.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$119M
2 +$53.5M
3 +$41.9M
4
RSVAU
Rodgers Silicon Valley Acquisition Corp. Unit
RSVAU
+$40.4M
5
MTZ icon
MasTec
MTZ
+$37.3M

Top Sells

1 +$181M
2 +$153M
3 +$80M
4
FE icon
FirstEnergy
FE
+$76.4M
5
RUN icon
Sunrun
RUN
+$59.5M

Sector Composition

1 Utilities 40.74%
2 Materials 16.83%
3 Industrials 16.01%
4 Technology 13.37%
5 Financials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
0
52
-101,539
53
-564,900
54
-100,000