EFS

Essex Financial Services Portfolio holdings

AUM $1.52B
1-Year Est. Return 17.93%
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$898M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Sells

1 +$2.85M
2 +$2.5M
3 +$2.42M
4
BHP icon
BHP
BHP
+$1.95M
5
WPM icon
Wheaton Precious Metals
WPM
+$1.91M

Sector Composition

1 Energy 14.94%
2 Technology 10.83%
3 Healthcare 9.37%
4 Financials 7.6%
5 Industrials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-11,800
527
-5,014
528
-14,642
529
-1,287
530
-1,873
531
-631
532
-39,049