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
$813M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$5.9M
3
+$5.37M
4
DDOG icon
Datadog
DDOG
+$4.39M
5
DKNG icon
DraftKings
DKNG
+$4.38M

Top Sells

1
+$6.89M
2
+$5.37M
3
+$3.89M
4
BYND icon
Beyond Meat
BYND
+$3.7M
5
NXPI icon
NXP Semiconductors
NXPI
+$3.44M

Sector Composition

1 Technology 20.67%
2 Healthcare 16.79%
3 Industrials 13.63%
4 Consumer Discretionary 9.87%
5 Financials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$512K 0.06%
122,184
+4,355
302
$504K 0.06%
5,249
-1,763
303
$501K 0.06%
151,945
+5,445
304
$494K 0.06%
2,627
+2,500
305
$490K 0.06%
41,983
-26,711
306
$486K 0.06%
98,243
+3,543
307
$485K 0.06%
146,567
+5,283
308
$479K 0.06%
13,912
+748
309
$470K 0.06%
+5,508
310
$455K 0.06%
75,499
+2,689
311
$455K 0.06%
5,780
-6,800
312
$454K 0.06%
5,595
+2,699
313
$453K 0.06%
5,228
314
$441K 0.05%
+22,653
315
$438K 0.05%
+5,000
316
$426K 0.05%
+77,441
317
$417K 0.05%
+43
318
$414K 0.05%
158,576
+65,905
319
$414K 0.05%
+20,000
320
$411K 0.05%
66,867
-14,050
321
$411K 0.05%
4,107
+320
322
$399K 0.05%
+70,538
323
$399K 0.05%
+10,000
324
$396K 0.05%
23,038
-86,493
325
$393K 0.05%
+15,000
11 12
13
14 15