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
$507M
AUM Growth
-$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$4.54M
3
+$3.46M
4
NEE icon
NextEra Energy
NEE
+$2.57M
5
OSPN icon
OneSpan
OSPN
+$2.55M

Top Sells

1
+$10.7M
2
+$5.53M
3
+$4.61M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$3.95M
5
KRNT icon
Kornit Digital
KRNT
+$3.52M

Sector Composition

1 Industrials 27.31%
2 Technology 26.26%
3 Healthcare 17.88%
4 Financials 6.02%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$98.1K 0.02%
5,540
-111,913
227
$92.5K 0.02%
1,452
228
$91.2K 0.02%
986
-396
229
$88.6K 0.02%
373
-150
230
$86.2K 0.02%
15,092
231
$85.3K 0.02%
1,233
-496
232
$83K 0.02%
1,573
233
$82.4K 0.02%
735
234
$77.5K 0.02%
+903
235
$75.9K 0.02%
778
236
$75.4K 0.01%
2,288
-906
237
$74.7K 0.01%
1,636
-658
238
$73.6K 0.01%
854
-1,127
239
$73.3K 0.01%
+2,723
240
$71K 0.01%
1,624
-652
241
$68.2K 0.01%
549
242
$67.8K 0.01%
374
-150
243
$67.7K 0.01%
793
-319
244
$67.6K 0.01%
615
245
$65.9K 0.01%
2,372
246
$63.9K 0.01%
2,190
247
$60.7K 0.01%
1,120
248
$60K 0.01%
404
249
$59.2K 0.01%
772
250
$57.9K 0.01%
4,724
+1,700
8 9
10
11 12