EFS
Essex Financial Services Portfolio holdings
AUM
$1.52B
This Quarter Return
+10.9%
1 Year Return
+17.93%
3 Year Return
+70.04%
5 Year Return
+135.09%
10 Year Return
+285.45%
AUM
$1.01B
AUM Growth
+$1.01B
(+16%)
Cap. Flow
+$56M
Cap. Flow
% of AUM
5.54%
Top 10 Holdings %
Top 10 Hldgs %
27.42%
Holding
520
New
58
Increased
211
Reduced
168
Closed
25
Top Buys
| 1 |
Franco-Nevada
FNV
|
$8.83M |
| 2 |
Diamondback Energy
FANG
|
$6.11M |
| 3 |
Chevron
CVX
|
$5.89M |
| 4 |
Morgan Stanley
MS
|
$5.15M |
| 5 |
iShares Semiconductor ETF
SOXX
|
$3.84M |
Top Sells
Sector Composition
| 1 | Technology | 13.32% |
| 2 | Financials | 9.67% |
| 3 | Healthcare | 8.85% |
| 4 | Energy | 8.14% |
| 5 | Industrials | 7.16% |
