ECP
Electron Capital Partners Portfolio holdings
AUM
$1.87B
This Quarter Return
+11.67%
1 Year Return
+57.74%
3 Year Return
+212.1%
5 Year Return
+695.16%
10 Year Return
+2,332.05%
AUM
$1.42B
AUM Growth
+$1.42B
(-2.4%)
Cap. Flow
-$165M
Cap. Flow
% of AUM
-11.62%
Top 10 Holdings %
Top 10 Hldgs %
60.55%
Holding
53
New
18
Increased
7
Reduced
18
Closed
9
Top Buys
| 1 |
ChargePoint
CHPT
|
$49.8M |
| 2 |
Generac Holdings
GNRC
|
$44.1M |
| 3 |
Enovix
ENVX
|
$40.3M |
| 4 |
General Motors
GM
|
$40.2M |
| 5 |
Installed Building Products
IBP
|
$17.5M |
Top Sells
| 1 |
Cemex
CX
|
$51M |
| 2 |
NRG Energy
NRG
|
$49.1M |
| 3 |
Vulcan Materials
VMC
|
$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% |