EIM

Essex Investment Management Portfolio holdings

AUM $632M
1-Year Est. Return 95.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+95.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$653M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$4.37M
3
+$3.91M
4
MXL icon
MaxLinear
MXL
+$3.77M
5
WOR icon
Worthington Enterprises
WOR
+$3.47M

Top Sells

1
+$6.81M
2
+$5.02M
3
+$4.65M
4
NEE icon
NextEra Energy
NEE
+$4.38M
5
NUTX
Nutex Health
NUTX
+$4.03M

Sector Composition

1 Industrials 32.34%
2 Technology 25.17%
3 Healthcare 20.1%
4 Financials 5.55%
5 Communication Services 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$24.8K ﹤0.01%
1,523
+656
277
$24.5K ﹤0.01%
70
278
$24.1K ﹤0.01%
57
-24
279
$24K ﹤0.01%
178
-1,385
280
$22.8K ﹤0.01%
662
281
$22.7K ﹤0.01%
83
282
$21.2K ﹤0.01%
137
283
$20.8K ﹤0.01%
168
284
$20K ﹤0.01%
145
285
$17.7K ﹤0.01%
514
286
$16.6K ﹤0.01%
486
287
$16.2K ﹤0.01%
733
288
$16K ﹤0.01%
984
289
$15.4K ﹤0.01%
156
290
$14.3K ﹤0.01%
100
291
$10.6K ﹤0.01%
45
292
$9.44K ﹤0.01%
200
293
$8.27K ﹤0.01%
35
294
$1.4K ﹤0.01%
5
295
$1.23K ﹤0.01%
25
296
$117 ﹤0.01%
11
297
– –
-123,358
298
– –
-2,900
299
– –
-1,123
300
– –
-36,291
9 10 11
12
13