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
$613M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$5.29M
3
+$5.04M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$4.44M
5
NEE icon
NextEra Energy
NEE
+$4.25M

Top Sells

1
+$7.47M
2
+$5.56M
3
+$5.02M
4
STRL icon
Sterling Infrastructure
STRL
+$5.01M
5
NEWR
New Relic, Inc.
NEWR
+$4.42M

Sector Composition

1 Technology 26.57%
2 Industrials 26.28%
3 Healthcare 14.79%
4 Consumer Discretionary 6.2%
5 Energy 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$155K 0.03%
2,400
277
$151K 0.02%
2,416
-33
278
$141K 0.02%
3,888
-70
279
$139K 0.02%
1,489
-9,457
280
$139K 0.02%
300
-1,295
281
$135K 0.02%
5,600
-1,200
282
$126K 0.02%
827
283
$126K 0.02%
1,100
284
$125K 0.02%
3,880
-30
285
$124K 0.02%
1,207
286
$123K 0.02%
5,451
-99
287
$120K 0.02%
2,691
+387
288
$120K 0.02%
2,331
-31
289
$120K 0.02%
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290
$118K 0.02%
+7,443
291
$114K 0.02%
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292
$110K 0.02%
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293
$106K 0.02%
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294
$103K 0.02%
639
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295
$102K 0.02%
180
296
$99.3K 0.02%
4,319
-42
297
$95.6K 0.02%
864
-9
298
$92.4K 0.02%
1,452
299
$92.3K 0.02%
15,433
+3,349
300
$89.4K 0.01%
3,266
10 11
12
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