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
$699M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.92M
3
+$3.65M
4
KRNT icon
Kornit Digital
KRNT
+$2.94M
5
BABA icon
Alibaba
BABA
+$2.88M

Top Sells

1
+$4.78M
2
+$4.31M
3
+$4.22M
4
APA icon
APA Corp
APA
+$4.01M
5
B
Barrick Mining
B
+$3.79M

Sector Composition

1 Technology 24.88%
2 Healthcare 16.14%
3 Industrials 15.57%
4 Consumer Discretionary 11.23%
5 Financials 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$547K 0.08%
6,749
-37
252
$545K 0.08%
10,456
253
$529K 0.08%
211
-4
254
$528K 0.08%
224,652
+59,366
255
$516K 0.07%
25,519
-2,415
256
$514K 0.07%
7,353
-51
257
$502K 0.07%
27,188
-7,923
258
$477K 0.07%
16,750
259
$470K 0.07%
4,306
-1,162
260
$468K 0.07%
92,829
261
$467K 0.07%
74,052
-31,774
262
$463K 0.07%
5,500
263
$450K 0.06%
5,149
-243
264
$426K 0.06%
21,413
265
$421K 0.06%
+14,255
266
$412K 0.06%
16,435
-92
267
$407K 0.06%
1,598
-56
268
$404K 0.06%
6,450
-232
269
$387K 0.06%
9,006
-3,207
270
$382K 0.05%
12,692
+2,308
271
$377K 0.05%
14,497
-101
272
$367K 0.05%
15,339
-85
273
$362K 0.05%
27,096
-6,737
274
$356K 0.05%
3,229
275
$355K 0.05%
+3,850
9 10
11
12 13