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
$479M
AUM Growth
-$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$3.08M
3
+$3.01M
4
BMRC icon
Bank of Marin Bancorp
BMRC
+$2.93M
5
PENG
Penguin Solutions Inc
PENG
+$2.84M

Top Sells

1
+$4.81M
2
+$4.79M
3
+$3.55M
4
RCEL icon
Avita Medical
RCEL
+$3.34M
5
XOM icon
Exxon Mobil
XOM
+$3.21M

Sector Composition

1 Industrials 25.25%
2 Technology 25.05%
3 Healthcare 21.8%
4 Financials 7.23%
5 Consumer Discretionary 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$44.1K 0.01%
842
252
$43.2K 0.01%
1,266
253
$42.4K 0.01%
363
254
$41.5K 0.01%
823
255
$41K 0.01%
117
256
$40.6K 0.01%
680
257
$40.5K 0.01%
76
258
$38K 0.01%
193
259
$37.9K 0.01%
362
260
$37.9K 0.01%
5,039
+536
261
$37.3K 0.01%
1,123
262
$37.1K 0.01%
227
+17
263
$36.7K 0.01%
1,996
264
$35.1K 0.01%
364
-3
265
$34.5K 0.01%
131
266
$33.6K 0.01%
2,661
267
$32.5K 0.01%
929
268
$31.2K 0.01%
1,166
269
$29.3K 0.01%
599
270
$27.8K 0.01%
390
271
$27.4K 0.01%
50
272
$25.5K 0.01%
331
273
$24K 0.01%
225
274
$24K 0.01%
914
275
$23.9K 0.01%
88
9 10
11
12 13