ECP

Electron Capital Partners Portfolio holdings

AUM $2.15B
1-Year Est. Return 54.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.61B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$40.8M
3
+$35.7M
4
TT icon
Trane Technologies
TT
+$35.6M
5
AES icon
AES
AES
+$35.2M

Top Sells

1
+$59.9M
2
+$40.2M
3
+$34.2M
4
ENPH icon
Enphase Energy
ENPH
+$31.1M
5
VNET
VNET Group
VNET
+$30.2M

Sector Composition

1 Utilities 40.94%
2 Industrials 33.23%
3 Technology 7.26%
4 Consumer Discretionary 7.04%
5 Materials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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54
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57
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59
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60
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61
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63
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66
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68
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