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
$535M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$5.96M
2
+$5.87M
3
+$4.71M
4
AGX icon
Argan
AGX
+$4.15M
5
EVER icon
EverQuote
EVER
+$3.88M

Top Sells

1
+$7.01M
2
+$5.05M
3
+$4.54M
4
ICHR icon
Ichor Holdings
ICHR
+$4.04M
5
KRUS icon
Kura Sushi USA
KRUS
+$3.31M

Sector Composition

1 Industrials 30.22%
2 Technology 24.08%
3 Healthcare 20.66%
4 Financials 5.77%
5 Consumer Discretionary 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$57.7K 0.01%
697
-96
252
$57.5K 0.01%
715
-57
253
$56.6K 0.01%
1,165
254
$56K 0.01%
541
-74
255
$55.3K 0.01%
404
256
$54.8K 0.01%
1,426
-198
257
$52K 0.01%
2,809
-390
258
$48.5K 0.01%
3,999
-558
259
$46.6K 0.01%
319
-816
260
$46.5K 0.01%
1,120
261
$44.1K 0.01%
81
262
$43.4K 0.01%
7,918
-1,105
263
$40.7K 0.01%
402
264
$39.7K 0.01%
307
-49
265
$37.4K 0.01%
284
266
$37.1K 0.01%
2,081
-291
267
$36.7K 0.01%
1,266
-924
268
$35.6K 0.01%
327
-47
269
$35.3K 0.01%
363
270
$34.2K 0.01%
1,238
271
$33.7K 0.01%
430
272
$32K 0.01%
102
-57
273
$30.9K 0.01%
76
274
$30.7K 0.01%
117
-24
275
$29.7K 0.01%
390
9 10
11
12 13