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
$535M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1 +$5.96M
2 +$5.87M
3 +$4.71M
4
AGX icon
Argan
AGX
+$4.15M
5
EVER icon
EverQuote
EVER
+$3.88M

Top Sells

1 +$7.01M
2 +$5.05M
3 +$4.54M
4
ICHR icon
Ichor Holdings
ICHR
+$4.04M
5
KRUS icon
Kura Sushi USA
KRUS
+$3.31M

Sector Composition

1 Industrials 30.22%
2 Technology 24.08%
3 Healthcare 20.66%
4 Financials 5.77%
5 Consumer Discretionary 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$28.9K 0.01%
680
277
$28.6K 0.01%
1,036
-6
278
$26.5K 0.01%
733
279
$26.3K ﹤0.01%
210
280
$26.1K ﹤0.01%
367
281
$24.3K ﹤0.01%
514
282
$22.1K ﹤0.01%
2,661
283
$22.1K ﹤0.01%
50
284
$21.5K ﹤0.01%
145
285
$20.5K ﹤0.01%
771
286
$20.1K ﹤0.01%
89
287
$19.8K ﹤0.01%
83
288
$19.7K ﹤0.01%
292
289
$19.3K ﹤0.01%
70
-20
290
$18K ﹤0.01%
115
291
$16.9K ﹤0.01%
84
292
$15.8K ﹤0.01%
262
293
$13.5K ﹤0.01%
100
294
$13.5K ﹤0.01%
45
295
$9.7K ﹤0.01%
200
296
$7.92K ﹤0.01%
35
297
$6.57K ﹤0.01%
156
298
$2.39K ﹤0.01%
25
299
$1.99K ﹤0.01%
96
300
$1.77K ﹤0.01%
27