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
$619M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$6.6M
3
+$5.51M
4
APTV icon
Aptiv
APTV
+$5.05M
5
GNRC icon
Generac Holdings
GNRC
+$4.29M

Top Sells

1
+$7.19M
2
+$5.38M
3
+$3.73M
4
ALB icon
Albemarle
ALB
+$3.57M
5
ARRY icon
Array Technologies
ARRY
+$2.87M

Sector Composition

1 Technology 25.54%
2 Industrials 18.31%
3 Healthcare 14.64%
4 Consumer Discretionary 8.91%
5 Materials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$130K 0.02%
1,785
302
$127K 0.02%
827
303
$126K 0.02%
4,022
-3,124
304
$121K 0.02%
1,180
305
$119K 0.02%
+3,252
306
$118K 0.02%
1,589
-69
307
$111K 0.02%
1,429
-17
308
$111K 0.02%
1,219
309
$102K 0.02%
+4,047
310
$99K 0.02%
12,221
-9,150
311
$98K 0.02%
5,036
+5,019
312
$96K 0.02%
6,798
-5,261
313
$95K 0.02%
892
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314
$93K 0.02%
735
315
$90K 0.01%
1,512
-1,170
316
$86K 0.01%
180
317
$81K 0.01%
391
318
$80K 0.01%
3,266
319
$76K 0.01%
4,684
-1,094
320
$73K 0.01%
1,196
-45
321
$70K 0.01%
1,766
322
$70K 0.01%
1,000
323
$61K 0.01%
4,162
-30,525
324
$58K 0.01%
390
-89
325
$57K 0.01%
740
11 12
13
14 15