EIM
Essex Investment Management Portfolio holdings
AUM
$550M
1-Year Return
61.92%
This Quarter Return
+22.48%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$660M
AUM Growth
+$92.9M
(+16%)
Cap. Flow
+$19M
Cap. Flow
% of AUM
2.89%
Top 10 Holdings %
Top 10 Hldgs %
18.52%
Holding
420
New
87
Increased
92
Reduced
143
Closed
63
Top Buys
| 1 |
SuRo Capital
SSSS
|
$13.7M |
| 2 |
Boeing
BA
|
$7.52M |
| 3 |
Schlumberger
SLB
|
$6.71M |
| 4 |
Meta Platforms (Facebook)
META
|
$6.67M |
| 5 |
GE Aerospace
GE
|
$3.94M |
Top Sells
| 1 |
LCC
US AIRWAYS GROUP INC.
LCC
|
$12.5M |
| 2 |
Adobe
ADBE
|
$8.65M |
| 3 |
JPMorgan Chase
JPM
|
$6.18M |
| 4 |
XONE
The ExOne Company
XONE
|
$5.91M |
| 5 |
Apple
AAPL
|
$5.59M |
Sector Composition
| 1 | Technology | 17.08% |
| 2 | Healthcare | 14.93% |
| 3 | Industrials | 13.75% |
| 4 | Financials | 11.56% |
| 5 | Energy | 10.3% |
