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
$813M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$5.9M
3
+$5.37M
4
DDOG icon
Datadog
DDOG
+$4.39M
5
DKNG icon
DraftKings
DKNG
+$4.38M

Top Sells

1
+$6.89M
2
+$5.37M
3
+$3.89M
4
BYND icon
Beyond Meat
BYND
+$3.7M
5
NXPI icon
NXP Semiconductors
NXPI
+$3.44M

Sector Composition

1 Technology 20.67%
2 Healthcare 16.79%
3 Industrials 13.63%
4 Consumer Discretionary 9.87%
5 Financials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$682K 0.08%
+22,315
277
$680K 0.08%
87,548
-72,523
278
$673K 0.08%
+13,822
279
$670K 0.08%
37,221
+1,321
280
$669K 0.08%
29,090
+13,977
281
$666K 0.08%
+32,825
282
$666K 0.08%
17,892
283
$665K 0.08%
8,402
+108
284
$663K 0.08%
+172
285
$663K 0.08%
145,431
+6,828
286
$659K 0.08%
6,958
287
$621K 0.08%
44,924
-31,142
288
$619K 0.08%
51,683
+2,145
289
$618K 0.08%
78,791
+2,814
290
$614K 0.08%
+10,821
291
$613K 0.08%
15,465
292
$605K 0.07%
1,726
+1,277
293
$563K 0.07%
8,678
+359
294
$562K 0.07%
257,693
+9,155
295
$561K 0.07%
+78,000
296
$559K 0.07%
279,392
+9,954
297
$552K 0.07%
10,246
+539
298
$534K 0.07%
529,070
+24,772
299
$526K 0.06%
76,412
300
$514K 0.06%
25,801
+24
10 11
12
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