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
$715M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$5.39M
3
+$4.84M
4
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$4.69M
5
DIS icon
Walt Disney
DIS
+$4.6M

Top Sells

1
+$10.9M
2
+$8.6M
3
+$8.19M
4
AMGN icon
Amgen
AMGN
+$7.33M
5
NXPI icon
NXP Semiconductors
NXPI
+$6.75M

Sector Composition

1 Technology 26.61%
2 Healthcare 20.8%
3 Industrials 10.45%
4 Communication Services 9.35%
5 Financials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$299K 0.04%
8,958
-1,500
277
$296K 0.04%
9,825
278
$295K 0.04%
+13,816
279
$293K 0.04%
6,929
280
$287K 0.04%
4,033
281
$287K 0.04%
2,083
282
$287K 0.04%
8,123
+1,132
283
$281K 0.04%
8,520
284
$278K 0.04%
3,242
-92
285
$277K 0.04%
2,393
286
$267K 0.04%
21,000
287
$257K 0.04%
3,091
+20
288
$254K 0.04%
10,415
289
$251K 0.04%
+7,236
290
$248K 0.03%
52,800
291
$247K 0.03%
6,405
+892
292
$245K 0.03%
8,666
293
$237K 0.03%
+3,527
294
$235K 0.03%
3,948
-72
295
$229K 0.03%
2,980
-101
296
$224K 0.03%
9,228
297
$223K 0.03%
91,400
298
$216K 0.03%
+11,100
299
$211K 0.03%
+4,195
300
$190K 0.03%
+187
10 11
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