EIM

Essex Investment Management Portfolio holdings

AUM $632M
1-Year Est. Return 95.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+95.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$653M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$4.37M
3
+$3.91M
4
MXL icon
MaxLinear
MXL
+$3.77M
5
WOR icon
Worthington Enterprises
WOR
+$3.47M

Top Sells

1
+$6.81M
2
+$5.02M
3
+$4.65M
4
NEE icon
NextEra Energy
NEE
+$4.38M
5
NUTX
Nutex Health
NUTX
+$4.03M

Sector Composition

1 Industrials 32.34%
2 Technology 25.17%
3 Healthcare 20.1%
4 Financials 5.55%
5 Communication Services 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$103K 0.02%
728
227
$98.8K 0.02%
22,772
228
$95K 0.01%
1,132
229
$92.8K 0.01%
38,013
230
$86.8K 0.01%
549
231
$83.1K 0.01%
842
232
$77.9K 0.01%
320
233
$77.6K 0.01%
10,059
234
$75.4K 0.01%
22,430
235
$72.6K 0.01%
362
236
$70.5K 0.01%
974
-481
237
$67.8K 0.01%
338
238
$67.6K 0.01%
12,856
239
$66.1K 0.01%
2,661
240
$65.2K 0.01%
402
241
$62.7K 0.01%
+728
242
$57.7K 0.01%
363
243
$55.7K 0.01%
1,709
244
$55.1K 0.01%
7,013
245
$50.9K 0.01%
1,297
246
$50.5K 0.01%
1,120
247
$49.8K 0.01%
611
248
$49.5K 0.01%
1,996
249
$49.3K 0.01%
430
250
$46K 0.01%
1,238
8 9
10
11 12