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
$699M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.92M
3
+$3.65M
4
KRNT icon
Kornit Digital
KRNT
+$2.94M
5
BABA icon
Alibaba
BABA
+$2.88M

Top Sells

1
+$4.78M
2
+$4.31M
3
+$4.22M
4
APA icon
APA Corp
APA
+$4.01M
5
B
Barrick Mining
B
+$3.79M

Sector Composition

1 Technology 24.88%
2 Healthcare 16.14%
3 Industrials 15.57%
4 Consumer Discretionary 11.23%
5 Financials 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$218K 0.03%
2,612
302
$217K 0.03%
+16,880
303
$215K 0.03%
+2,807
304
$211K 0.03%
2,879
305
$203K 0.03%
7,482
-200
306
$198K 0.03%
994
307
$191K 0.03%
+25,786
308
$180K 0.03%
34,977
+7,254
309
$172K 0.02%
+52,161
310
$166K 0.02%
+29,954
311
$162K 0.02%
88,113
312
$157K 0.02%
+50,042
313
$155K 0.02%
28,844
+4,758
314
$153K 0.02%
56,726
315
$152K 0.02%
+117,831
316
$146K 0.02%
85,994
+23,680
317
$145K 0.02%
59,542
318
$143K 0.02%
+34,997
319
$141K 0.02%
+12,724
320
$140K 0.02%
10,598
+230
321
$139K 0.02%
+38,205
322
$138K 0.02%
25,878
+12,564
323
$136K 0.02%
110,197
+29,535
324
$133K 0.02%
+42,877
325
$132K 0.02%
16,561
+3,055
11 12
13
14 15