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
$660M
AUM Growth
+$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$7.52M
3
+$6.71M
4
META icon
Meta Platforms (Facebook)
META
+$6.67M
5
GE icon
GE Aerospace
GE
+$3.94M

Top Sells

1
+$12.5M
2
+$8.65M
3
+$6.17M
4
XONE
The ExOne Company
XONE
+$5.91M
5
AAPL icon
Apple
AAPL
+$5.59M

Sector Composition

1 Technology 17.08%
2 Healthcare 14.93%
3 Industrials 13.75%
4 Financials 11.56%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$409K 0.06%
4,726
+543
277
$407K 0.06%
48,595
+5,586
278
$405K 0.06%
23,894
+2,740
279
$403K 0.06%
5,333
280
$400K 0.06%
+1,784
281
$381K 0.06%
11,721
+2,386
282
$377K 0.06%
30,000
283
$375K 0.06%
7,844
284
$372K 0.06%
4,910
-67
285
$364K 0.06%
+8,076
286
$357K 0.05%
12,752
+1,468
287
$349K 0.05%
4,764
+2,173
288
$346K 0.05%
+161,652
289
$345K 0.05%
18,954
-1,680
290
$341K 0.05%
6,681
+768
291
$339K 0.05%
6,576
+726
292
$338K 0.05%
10,278
+58
293
$336K 0.05%
20,323
-1,030
294
$329K 0.05%
+8,250
295
$325K 0.05%
43,685
+10,979
296
$323K 0.05%
1,337
-13,100
297
$323K 0.05%
6,202
298
$322K 0.05%
3,821
+422
299
$320K 0.05%
3,229
300
$318K 0.05%
+83,378
10 11
12
13 14