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
$660M
AUM Growth
+$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$7.52M
3
+$6.71M
4
META icon
Meta Platforms (Facebook)
META
+$6.67M
5
GE icon
GE Aerospace
GE
+$3.94M

Top Sells

1
+$12.5M
2
+$8.65M
3
+$6.17M
4
XONE
The ExOne Company
XONE
+$5.91M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$317K 0.05%
14,070
302
$314K 0.05%
5,857
+261
303
$314K 0.05%
4,553
-4,391
304
$310K 0.05%
2,130
305
$310K 0.05%
+6,019
306
$304K 0.05%
12,137
+363
307
$290K 0.04%
9,581
-32,106
308
$289K 0.04%
+7,183
309
$281K 0.04%
2,515
310
$276K 0.04%
2,626
+327
311
$273K 0.04%
87,003
-98,935
312
$269K 0.04%
4,417
-565
313
$268K 0.04%
1,511
314
$261K 0.04%
3,968
315
$255K 0.04%
5,859
+250
316
$254K 0.04%
8,033
317
$253K 0.04%
+36,681
318
$252K 0.04%
+2,578
319
$245K 0.04%
3,853
-2,431
320
$243K 0.04%
7,970
-92
321
$242K 0.04%
1,889
322
$241K 0.04%
+2,405
323
$237K 0.04%
+6,211
324
$235K 0.04%
6,318
-1,592
325
$235K 0.04%
+17,617
11 12
13
14 15