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
251
$507K 0.08%
+84,831
252
$501K 0.08%
311,422
-27,523
253
$500K 0.08%
14,068
+1,605
254
$499K 0.08%
5,801
-1,848
255
$498K 0.08%
50,985
+12,013
256
$484K 0.07%
13,620
-175
257
$484K 0.07%
1,548
-56
258
$482K 0.07%
9,598
+1,104
259
$482K 0.07%
+2,552
260
$481K 0.07%
180,279
-72,707
261
$480K 0.07%
3,683
+417
262
$468K 0.07%
153,848
-13,608
263
$462K 0.07%
16,966
+3,689
264
$457K 0.07%
16,647
265
$451K 0.07%
4,909
-26
266
$450K 0.07%
4,679
-10
267
$447K 0.07%
3,107
268
$445K 0.07%
+16,660
269
$440K 0.07%
+11,712
270
$439K 0.07%
7,688
+850
271
$436K 0.07%
8,005
+884
272
$436K 0.07%
133,279
-11,772
273
$431K 0.07%
23,828
-130
274
$426K 0.06%
10,456
275
$424K 0.06%
1,760
+141
9 10
11
12 13