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
$613M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$5.29M
3
+$5.04M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$4.44M
5
NEE icon
NextEra Energy
NEE
+$4.25M

Top Sells

1
+$7.47M
2
+$5.56M
3
+$5.02M
4
STRL icon
Sterling Infrastructure
STRL
+$5.01M
5
NEWR
New Relic, Inc.
NEWR
+$4.42M

Sector Composition

1 Technology 26.57%
2 Industrials 26.28%
3 Healthcare 14.79%
4 Consumer Discretionary 6.2%
5 Energy 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$86.5K 0.01%
10,360
-99
302
$83.4K 0.01%
1,051
-3
303
$73K 0.01%
735
304
$67.2K 0.01%
4,055
-39
305
$65K 0.01%
1,120
-11,943
306
$63K 0.01%
404
307
$58.9K 0.01%
2,100
308
$58.8K 0.01%
5,172
-1,789
309
$57.6K 0.01%
772
-19
310
$56.2K 0.01%
549
311
$56K 0.01%
778
-13,570
312
$55.9K 0.01%
3,987
313
$52.8K 0.01%
1,481
-13
314
$44.1K 0.01%
356
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315
$42.9K 0.01%
187
316
$42.2K 0.01%
320
317
$41.8K 0.01%
196
318
$37.2K 0.01%
402
319
$35.5K 0.01%
1,194
-30
320
$34.6K 0.01%
430
321
$32.4K 0.01%
141
322
$29.6K ﹤0.01%
363
-13,523
323
$29.2K ﹤0.01%
1,238
324
$28.9K ﹤0.01%
10,000
325
$26.6K ﹤0.01%
76
11 12
13
14 15