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
$508M
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.94M
3
+$2.69M
4
AGX icon
Argan
AGX
+$2.3M
5
ROCK icon
Gibraltar Industries
ROCK
+$2.17M

Top Sells

1
+$4.58M
2
+$4.12M
3
+$3.22M
4
STRL icon
Sterling Infrastructure
STRL
+$3.03M
5
ARLO icon
Arlo Technologies
ARLO
+$2.94M

Sector Composition

1 Industrials 30.09%
2 Technology 25.28%
3 Healthcare 15.09%
4 Financials 5.76%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$78K 0.02%
1,573
-1,118
252
$74.6K 0.01%
2,100
253
$66.6K 0.01%
4,557
-3,238
254
$65.5K 0.01%
778
255
$63.5K 0.01%
404
256
$63K 0.01%
9,023
-6,410
257
$62.4K 0.01%
615
-436
258
$59.4K 0.01%
6,059
-4,301
259
$59.4K 0.01%
772
260
$59K 0.01%
1,386
-24,415
261
$57.7K 0.01%
2,190
-1,076
262
$57.5K 0.01%
1,120
263
$56.8K 0.01%
549
264
$51.1K 0.01%
2,372
-1,683
265
$47.2K 0.01%
196
266
$47K 0.01%
356
267
$45.1K 0.01%
320
268
$45K 0.01%
3,024
-2,148
269
$42.1K 0.01%
187
270
$41.2K 0.01%
2,987
-1,000
271
$38.5K 0.01%
739
-13,280
272
$37.8K 0.01%
402
273
$36.7K 0.01%
141
274
$36.2K 0.01%
430
275
$33.9K 0.01%
363
9 10
11
12 13