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
$535M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$5.96M
2
+$5.87M
3
+$4.71M
4
AGX icon
Argan
AGX
+$4.15M
5
EVER icon
EverQuote
EVER
+$3.88M

Top Sells

1
+$7.01M
2
+$5.05M
3
+$4.54M
4
ICHR icon
Ichor Holdings
ICHR
+$4.04M
5
KRUS icon
Kura Sushi USA
KRUS
+$3.31M

Sector Composition

1 Industrials 30.22%
2 Technology 24.08%
3 Healthcare 20.66%
4 Financials 5.77%
5 Consumer Discretionary 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$95.7K 0.02%
1,452
227
$95.4K 0.02%
+42,420
228
$93.1K 0.02%
1,637
-239
229
$91.3K 0.02%
2,672
-394
230
$89.7K 0.02%
27,252
-51,361
231
$87.7K 0.02%
2,616
-367
232
$86.8K 0.02%
766
-105
233
$85.7K 0.02%
866
-120
234
$82.3K 0.02%
21,840
-41,368
235
$81.6K 0.02%
735
236
$80.2K 0.02%
1,380
-193
237
$78.9K 0.01%
+2,189
238
$78.3K 0.01%
28,384
-53,606
239
$78.1K 0.01%
778
240
$75.7K 0.01%
4,788
-752
241
$73.6K 0.01%
58,397
-110,202
242
$73.2K 0.01%
746
-108
243
$69.1K 0.01%
1,437
-199
244
$68.3K 0.01%
15,246
-29,038
245
$66.3K 0.01%
5,618
-10,618
246
$65.8K 0.01%
789
-114
247
$64.8K 0.01%
549
248
$63.7K 0.01%
1,978
-310
249
$58.7K 0.01%
320
250
$57.9K 0.01%
327
-46
8 9
10
11 12