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
$699M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.92M
3
+$3.65M
4
KRNT icon
Kornit Digital
KRNT
+$2.94M
5
BABA icon
Alibaba
BABA
+$2.88M

Top Sells

1
+$4.78M
2
+$4.31M
3
+$4.22M
4
APA icon
APA Corp
APA
+$4.01M
5
B
Barrick Mining
B
+$3.79M

Sector Composition

1 Technology 24.88%
2 Healthcare 16.14%
3 Industrials 15.57%
4 Consumer Discretionary 11.23%
5 Financials 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$348K 0.05%
1,698
-11
277
$347K 0.05%
3,924
278
$344K 0.05%
+9,172
279
$342K 0.05%
18,806
-624
280
$341K 0.05%
13,500
281
$337K 0.05%
+5,705
282
$326K 0.05%
30,000
283
$321K 0.05%
+5,606
284
$320K 0.05%
3,505
+337
285
$318K 0.05%
40,000
286
$317K 0.05%
7,929
287
$317K 0.05%
6,684
-47
288
$309K 0.04%
60,145
-1,688
289
$308K 0.04%
11,058
290
$289K 0.04%
+4,350
291
$288K 0.04%
+16,141
292
$281K 0.04%
4,675
-510
293
$280K 0.04%
11,492
-3,781
294
$253K 0.04%
12,253
-654
295
$245K 0.04%
18,775
296
$240K 0.03%
5,306
-65
297
$240K 0.03%
10,845
-77
298
$238K 0.03%
+8,064
299
$218K 0.03%
2,124
-128
300
$218K 0.03%
+5,004
10 11
12
13 14