YCM

Yaupon Capital Management Portfolio holdings

AUM $1.51B
1-Year Est. Return 16.06%
This Quarter Est. Return
1 Year Est. Return
+16.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$15.4M
2 +$10.7M
3 +$9.53M
4
NEE icon
NextEra Energy
NEE
+$9.3M
5
ETRN
Equitrans Midstream Corporation Common Stock
ETRN
+$8.96M

Top Sells

1 +$7.55M
2 +$7.14M
3 +$6.69M
4
MRO
Marathon Oil Corporation
MRO
+$6.59M
5
HAL icon
Halliburton
HAL
+$5.67M

Sector Composition

1 Energy 56.48%
2 Utilities 34.89%
3 Materials 0.45%
4 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-32,544
52
-394,176