EIM

Essex Investment Management Portfolio holdings

AUM $632M
1-Year Est. Return 95.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+95.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$653M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$4.37M
3
+$3.91M
4
MXL icon
MaxLinear
MXL
+$3.77M
5
WOR icon
Worthington Enterprises
WOR
+$3.47M

Top Sells

1
+$6.81M
2
+$5.02M
3
+$4.65M
4
NEE icon
NextEra Energy
NEE
+$4.38M
5
NUTX
Nutex Health
NUTX
+$4.03M

Sector Composition

1 Industrials 32.34%
2 Technology 25.17%
3 Healthcare 20.1%
4 Financials 5.55%
5 Communication Services 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$45.1K 0.01%
131
252
$45.1K 0.01%
362
253
$44.8K 0.01%
193
254
$43.3K 0.01%
+1,526
255
$43.1K 0.01%
680
256
$41.2K 0.01%
364
257
$39.6K 0.01%
1,266
258
$38.9K 0.01%
1,567
+363
259
$38.5K 0.01%
+317
260
$38.2K 0.01%
76
261
$37.4K 0.01%
567
262
$37K 0.01%
697
263
$35.5K 0.01%
477
-209
264
$35.1K 0.01%
390
265
$34.5K 0.01%
823
266
$33.7K 0.01%
404
267
$33.4K 0.01%
1,665
268
$32.9K 0.01%
88
269
$32.9K 0.01%
+2,016
270
$32.7K 0.01%
771
271
$32.5K 0.01%
1,806
+640
272
$31.4K ﹤0.01%
92
-25
273
$31K ﹤0.01%
331
274
$30.1K ﹤0.01%
915
-18,657
275
$25.6K ﹤0.01%
153
9 10
11
12 13