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
$1.55B
AUM Growth
+$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$148M
2
+$136M
3
+$128M
4
JNJ icon
Johnson & Johnson
JNJ
+$109M
5
PG icon
Procter & Gamble
PG
+$103M

Top Sells

1
+$31.1M
2
+$22.4M
3
+$19.7M
4
STNE icon
StoneCo
STNE
+$18.6M
5
VYGG
Vy Global Growth
VYGG
+$14.7M

Sector Composition

1 Healthcare 39.24%
2 Consumer Staples 35.42%
3 Consumer Discretionary 15.24%
4 Communication Services 6.14%
5 Technology 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
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