ECP

Electron Capital Partners Portfolio holdings

AUM $1.87B
1-Year Est. Return 57.74%
This Quarter Est. Return
1 Year Est. Return
+57.74%
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 +$42M
3 +$25.6M
4
NXT icon
Nextracker
NXT
+$21.7M
5
GDS icon
GDS Holdings
GDS
+$17.4M

Top Sells

1 +$70.7M
2 +$61.4M
3 +$61.1M
4
NEE icon
NextEra Energy
NEE
+$44.2M
5
KNX icon
Knight Transportation
KNX
+$43.9M

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