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
$2.08B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$115M
2 +$80.3M
3 +$52.9M
4
CARR icon
Carrier Global
CARR
+$45.1M
5
ENPH icon
Enphase Energy
ENPH
+$39.9M

Top Sells

1 +$145M
2 +$109M
3 +$52.3M
4
AES icon
AES
AES
+$42M
5
CEG icon
Constellation Energy
CEG
+$40.8M

Sector Composition

1 Industrials 42.67%
2 Utilities 37.26%
3 Technology 6.64%
4 Materials 2.54%
5 Consumer Discretionary 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-5,437
52
-1,262,590
53
-92,590