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
$83.8M
AUM Growth
-$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$6.93M
2 +$6M
3 +$4.94M
4
CHPT icon
ChargePoint
CHPT
+$4.86M
5
NBL
Noble Energy, Inc.
NBL
+$3.5M

Top Sells

1 +$13.3M
2 +$9.53M
3 +$9.08M
4
CNP icon
CenterPoint Energy
CNP
+$8.9M
5
WTRG icon
Essential Utilities
WTRG
+$8.37M

Sector Composition

1 Energy 58.31%
2 Utilities 24.65%
3 Industrials 7.16%
4 Consumer Discretionary 5.79%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
0
52
0
53
-27,372
54
-202,391
55
0
56
-70,356
57
-100,600
58
-52,178