ECP
Electron Capital Partners Portfolio holdings
AUM
$1.87B
This Quarter Return
+8.55%
1 Year Return
+57.74%
3 Year Return
+212.1%
5 Year Return
+695.16%
10 Year Return
+2,332.05%
AUM
$1.61B
AUM Growth
+$1.61B
(+13%)
Cap. Flow
+$84.9M
Cap. Flow
% of AUM
5.26%
Top 10 Holdings %
Top 10 Hldgs %
56.19%
Holding
68
New
21
Increased
5
Reduced
13
Closed
14
Top Buys
| 1 |
Ford
F
|
$50.1M |
| 2 |
First Solar
FSLR
|
$40.8M |
| 3 |
Edison International
EIX
|
$40.5M |
| 4 |
Trane Technologies
TT
|
$36.8M |
| 5 |
AES
AES
|
$34.8M |
Top Sells
| 1 |
FRTA
Forterra, Inc
FRTA
|
$60.1M |
| 2 |
General Motors
GM
|
$40.2M |
| 3 |
Cemex
CX
|
$36.2M |
| 4 |
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% |
