EIM

Essex Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 77.05%
This Quarter Est. Return
1 Year Est. Return
+77.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$660M
AUM Growth
+$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$7.52M
3
+$6.71M
4
META icon
Meta Platforms (Facebook)
META
+$6.67M
5
GE icon
GE Aerospace
GE
+$3.94M

Top Sells

1
+$12.5M
2
+$8.65M
3
+$6.17M
4
XONE
The ExOne Company
XONE
+$5.91M
5
AAPL icon
Apple
AAPL
+$5.59M

Sector Composition

1 Technology 17.08%
2 Healthcare 14.93%
3 Industrials 13.75%
4 Financials 11.56%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$618K 0.09%
8,165
+903
227
$618K 0.09%
9,235
-52
228
$617K 0.09%
68,074
-5,886
229
$612K 0.09%
18,526
-4,576
230
$609K 0.09%
16,808
-100
231
$593K 0.09%
5,101
-2,036
232
$588K 0.09%
9,358
-54
233
$584K 0.09%
35,070
+4,018
234
$574K 0.09%
+43,317
235
$573K 0.09%
40,678
-3,367
236
$573K 0.09%
+29,800
237
$572K 0.09%
7,500
238
$567K 0.09%
35,194
-3,127
239
$553K 0.08%
34,246
-3,023
240
$552K 0.08%
56,921
241
$552K 0.08%
21,202
-1,873
242
$550K 0.08%
+13,500
243
$549K 0.08%
+266,400
244
$535K 0.08%
25,000
-17,083
245
$531K 0.08%
+20,050
246
$531K 0.08%
11,549
+1,326
247
$525K 0.08%
+20,194
248
$523K 0.08%
9,144
+1,057
249
$519K 0.08%
16,887
-41,884
250
$514K 0.08%
+30,300
8 9
10
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