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
$813M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$5.9M
3
+$5.37M
4
DDOG icon
Datadog
DDOG
+$4.39M
5
DKNG icon
DraftKings
DKNG
+$4.38M

Top Sells

1
+$6.89M
2
+$5.37M
3
+$3.89M
4
BYND icon
Beyond Meat
BYND
+$3.7M
5
NXPI icon
NXP Semiconductors
NXPI
+$3.44M

Sector Composition

1 Technology 20.67%
2 Healthcare 16.79%
3 Industrials 13.63%
4 Consumer Discretionary 9.87%
5 Financials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.03M 0.13%
44,550
+1,583
227
$1.02M 0.13%
11,000
-9,000
228
$1.02M 0.13%
+36,668
229
$1.02M 0.13%
163,813
+5,792
230
$1.01M 0.12%
3,611
-142
231
$1M 0.12%
14,743
+211
232
$999K 0.12%
+29,169
233
$999K 0.12%
38,931
+1,708
234
$998K 0.12%
29,147
-29,846
235
$972K 0.12%
286,728
+10,196
236
$948K 0.12%
23,283
237
$945K 0.12%
108,204
238
$938K 0.12%
+23,516
239
$932K 0.11%
186,684
+24,070
240
$919K 0.11%
6,383
-202
241
$911K 0.11%
102,383
242
$910K 0.11%
5,064
243
$908K 0.11%
15,000
244
$902K 0.11%
32,593
+361
245
$891K 0.11%
63,352
+2,260
246
$886K 0.11%
79,249
247
$878K 0.11%
+28,072
248
$875K 0.11%
+66,814
249
$855K 0.11%
589,909
+27,552
250
$851K 0.1%
20,653
+9,646
8 9
10
11 12