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ECM

Element Capital Management Portfolio holdings

AUM $1.05B
1-Year Est. Return 5.05%
This Fund
S&P 500
This Quarter Est. Return
+1.99%
1 Year Est. Return
+5.05%
3 Year Est. Return
+32.94%
5 Year Est. Return
+33.27%
10 Year Est. Return
+326.07%
AUM
$494M
AUM Growth
+$121M
Cap. Flow
+$117M
Cap. Flow %
23.74%
Top 10 Hldgs %
82.78%
Holding
155
New
127
Increased
2
Reduced
2
Closed
21

Sector Composition

Rank Sector Weight
1 Industrials 6.11%
2 Healthcare 4.71%
3 Communication Services 4.54%
4 Technology 2.61%
5 Consumer Discretionary 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DCOY
126
Decoy Therapeutics
DCOY
$2.14M
0
TVIA
127
DELISTED
TerraVia Holdings, Inc. Common Stock
TVIA
$104K 0.02%
+443,914
New +$160K
SLS icon
128
SELLAS Life Sciences
SLS
$1.99B
$93K 0.02%
+107
New +$93.1K
DMTX
129
DELISTED
Dimension Therapeutics, Inc
DMTX
$90K 0.02%
+62,246
New +$84.6K
PRGX
130
DELISTED
PRGX Global, Inc.
PRGX
$88K 0.02%
+13,513
New +$86.8K
PN
131
DELISTED
Patriot National, Inc.
PN
$71K 0.01%
+33,597
New +$85.3K
ANTH
132
DELISTED
Anthera Pharmaceuticals, Inc.
ANTH
$70K 0.01%
+43,107
New +$96.7K
VNCE icon
133
Vince Holding Corp
VNCE
$79.9M
$44K 0.01%
+9,348
New +$66.7K
ARGS
134
DELISTED
Argos Therapeutics, Inc.
ARGS
$30K 0.01%
+4,140
New +$35.3K
BHR
135
Braemar Hotels & Resorts
BHR
$163M
-65,198
Closed -$685K
DRI icon
136
Darden Restaurants
DRI
$24.3B
-82,420
Closed -$6.9M
JELD icon
137
JELD-WEN Holding
JELD
$110M
-112,029
Closed -$3.68M
LAUR icon
138
Laureate Education
LAUR
$5.38B
-192,432
Closed -$2.75M
PUMP icon
139
ProPetro Holding
PUMP
$1.25B
-121,914
Closed -$1.57M
PVH icon
140
PVH
PVH
$4.07B
-65,869
Closed -$6.82M
REVG
141
DELISTED
REV Group
REVG
-56,551
Closed -$1.56M
SIG icon
142
Signet Jewelers
SIG
$3.84B
-57,529
Closed -$3.98M
STWD icon
143
Starwood Property Trust
STWD
$6.12B
-350,116
Closed -$7.91M
TSLA icon
144
Tesla
TSLA
$1.18T
-887,490
Closed -$16.5M
UEC icon
145
Uranium Energy
UEC
$4.47B
-12,161
Closed -$17K
VYX icon
146
NCR Voyix
VYX
$1.19B
-255,951
Closed -$7.17M
XLV icon
147
State Street Health Care Select Sector SPDR ETF
XLV
$42.9B
-1,983,686
Closed -$148M
ATRS
148
DELISTED
Antares Pharma, Inc.
ATRS
-12,347
Closed -$35K
ATH
149
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
-104,125
Closed -$5.21M
ARD
150
DELISTED
Ardagh Group S.A. Class A Common Shares
ARD
-69,000
Closed -$1.51M

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Element Capital Management's Q2 2017 Portfolio in Review

As of Q2 2017, Element Capital Management held 155 positions worth $494M, up 32% from $373M the previous quarter. Its ten largest holdings account for 83% of the portfolio.

Element Capital Management deployed $117M of net new capital in Q2 2017, opening 127 new positions and adding to 2 existing holdings. Its largest new stake was State Street Utilities Select Sector SPDR ETF: 2,420,816 shares worth $62.9M.

By sector, the portfolio is most concentrated in Industrials at 6.1% of assets, up from 1.7% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was State Street Technology Select Sector SPDR ETF, an estimated $86.1M trimmed.

  • Element Capital Management's largest Q2 2017 buy was State Street Utilities Select Sector SPDR ETF: 2,420,816 shares worth $62.9M.
  • Element Capital Management added most to State Street Consumer Staples Select Sector SPDR ETF in Q2 2017, an estimated $128M increase.
  • Element Capital Management's biggest Q2 2017 reduction was State Street Technology Select Sector SPDR ETF, cutting an estimated $86.1M.
  • Element Capital Management fully exited State Street Health Care Select Sector SPDR ETF in Q2 2017, selling an estimated $148M.
  • Element Capital Management's ten largest holdings make up 83% of its $494M portfolio in Q2 2017.
  • Element Capital Management opened 127 new positions and closed 21 in Q2 2017.
  • Element Capital Management's portfolio value rose 32% quarter-over-quarter to $494M.

Based on Element Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.