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
$619M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$6.6M
3
+$5.51M
4
APTV icon
Aptiv
APTV
+$5.05M
5
GNRC icon
Generac Holdings
GNRC
+$4.29M

Top Sells

1
+$7.19M
2
+$5.38M
3
+$3.73M
4
ALB icon
Albemarle
ALB
+$3.57M
5
ARRY icon
Array Technologies
ARRY
+$2.87M

Sector Composition

1 Technology 25.54%
2 Industrials 18.31%
3 Healthcare 14.64%
4 Consumer Discretionary 8.91%
5 Materials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$233K 0.04%
831
-58
277
$230K 0.04%
1,094
-30
278
$228K 0.04%
4,422
-73
279
$223K 0.04%
+13,230
280
$215K 0.03%
83,528
-223,465
281
$208K 0.03%
1,464
-1,145
282
$204K 0.03%
+3,725
283
$202K 0.03%
4,150
284
$198K 0.03%
+6,800
285
$197K 0.03%
13,027
286
$197K 0.03%
154,182
287
$188K 0.03%
1,729
288
$183K 0.03%
1,541
289
$182K 0.03%
999
-102
290
$179K 0.03%
+1,100
291
$178K 0.03%
2,326
+2,091
292
$175K 0.03%
2,137
-1,652
293
$171K 0.03%
2,400
294
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-3,154
295
$167K 0.03%
3,182
-2,459
296
$160K 0.03%
1,027
-1,503
297
$153K 0.02%
6,906
-2,029
298
$151K 0.02%
11,210
299
$144K 0.02%
5,564
-4,423
300
$133K 0.02%
1,788
-1,384
10 11
12
13 14