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
$507M
AUM Growth
-$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$4.54M
3
+$3.46M
4
NEE icon
NextEra Energy
NEE
+$2.57M
5
OSPN icon
OneSpan
OSPN
+$2.55M

Top Sells

1
+$10.7M
2
+$5.53M
3
+$4.61M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$3.95M
5
KRNT icon
Kornit Digital
KRNT
+$3.52M

Sector Composition

1 Industrials 27.31%
2 Technology 26.26%
3 Healthcare 17.88%
4 Financials 6.02%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$57.9K 0.01%
4,557
252
$56.6K 0.01%
3,199
-1,287
253
$54.8K 0.01%
1,165
-221
254
$53.8K 0.01%
9,023
255
$49.7K 0.01%
159
-37
256
$49.1K 0.01%
187
257
$48.7K 0.01%
320
258
$47K 0.01%
2,987
259
$43.5K 0.01%
356
260
$42.4K 0.01%
81
-940
261
$39.4K 0.01%
141
262
$36.8K 0.01%
402
263
$35.3K 0.01%
430
264
$34.2K 0.01%
363
265
$34.1K 0.01%
1,238
266
$33.5K 0.01%
284
267
$32K 0.01%
76
268
$31.3K 0.01%
1,042
-11
269
$30.8K 0.01%
733
270
$28.2K 0.01%
514
-225
271
$28K 0.01%
390
272
$28K 0.01%
20,000
273
$26.5K 0.01%
680
274
$26.2K 0.01%
90
275
$26.1K 0.01%
10,000
9 10
11
12 13