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
$1.66B
AUM Growth
-$577M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$45.2M
2
+$43.9M
3
+$22.3M
4
GDS icon
GDS Holdings
GDS
+$19.8M
5
NXT icon
Nextpower Inc
NXT
+$18.9M

Top Sells

1
+$70.7M
2
+$61.4M
3
+$44.1M
4
KNX icon
Knight Transportation
KNX
+$43.9M
5
STEM icon
Stem
STEM
+$43.3M

Sector Composition

1 Utilities 46.5%
2 Industrials 27.85%
3 Technology 13.7%
4 Financials 3.34%
5 Consumer Discretionary 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
0
52
– –
-217,743
53
– –
0
54
– –
-244,705
1 2
3