ECM

Element Capital Management Portfolio holdings

AUM $40.9M
1-Year Est. Return 2.76%
This Quarter Est. Return
1 Year Est. Return
+2.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.1M
AUM Growth
-$2.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$2.11M
2 +$357K

Top Sells

1 +$1.01B
2 +$954M
3 +$28.6M
4
META icon
Meta Platforms (Facebook)
META
+$25.9M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$25.3M

Sector Composition

1 Financials 69.08%
2 Utilities 20.95%
3 Consumer Discretionary 3.54%
4 Industrials 0%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-438,446
27
-135,000