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
$1.42B
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$49.8M
2
+$44.1M
3
+$40.3M
4
GM icon
General Motors
GM
+$40.2M
5
IBP icon
Installed Building Products
IBP
+$17.5M

Top Sells

1
+$51M
2
+$49.1M
3
+$44.5M
4
NOVA
Sunnova Energy
NOVA
+$42M
5
TPGY
TPG Pace Beneficial Finance Corp.
TPGY
+$41.9M

Sector Composition

1 Utilities 38.92%
2 Industrials 26.16%
3 Technology 10.58%
4 Materials 9.68%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,617,741
52
– –
-3,024,996
53
– –
-362,048
1 2
3