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
$813M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$5.9M
3
+$5.37M
4
DDOG icon
Datadog
DDOG
+$4.39M
5
DKNG icon
DraftKings
DKNG
+$4.38M

Top Sells

1
+$6.89M
2
+$5.37M
3
+$3.89M
4
BYND icon
Beyond Meat
BYND
+$3.7M
5
NXPI icon
NXP Semiconductors
NXPI
+$3.44M

Sector Composition

1 Technology 20.67%
2 Healthcare 16.79%
3 Industrials 13.63%
4 Consumer Discretionary 9.87%
5 Financials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$839K 0.1%
+141,064
252
$835K 0.1%
+38,419
253
$829K 0.1%
+32,585
254
$824K 0.1%
18,102
+12,486
255
$823K 0.1%
169,631
+38,197
256
$822K 0.1%
205,000
+95,000
257
$816K 0.1%
302,383
+10,681
258
$816K 0.1%
556
259
$802K 0.1%
+308,378
260
$792K 0.1%
+120,756
261
$791K 0.1%
+16,929
262
$767K 0.09%
5,640
263
$760K 0.09%
+71,306
264
$758K 0.09%
101,678
-1,282
265
$750K 0.09%
28,431
+514
266
$746K 0.09%
14,215
267
$741K 0.09%
10,000
268
$729K 0.09%
+80
269
$714K 0.09%
106,160
+3,741
270
$706K 0.09%
32,373
271
$706K 0.09%
22,023
-53,985
272
$702K 0.09%
422,593
+14,941
273
$686K 0.08%
+14,168
274
$684K 0.08%
+10,921
275
$682K 0.08%
38,037
+1,037
9 10
11
12 13