EIM
Essex Investment Management Portfolio holdings
AUM
$550M
1-Year Return
61.92%
This Quarter Return
+12.04%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$556M
AUM Growth
-$17.5M
(-3.1%)
Cap. Flow
-$50.8M
Cap. Flow
% of AUM
-9.14%
Top 10 Holdings %
Top 10 Hldgs %
17.16%
Holding
322
New
20
Increased
37
Reduced
171
Closed
15
Top Buys
| 1 |
IDEX
IEX
|
+$4.99M |
| 2 |
Grid Dynamics Holdings
GDYN
|
+$3.11M |
| 3 |
QuidelOrtho
QDEL
|
+$2.84M |
| 4 |
Radcom
RDCM
|
+$2.83M |
| 5 |
Extreme Networks
EXTR
|
+$2.6M |
Top Sells
| 1 |
Leonardo DRS
DRS
|
+$3.79M |
| 2 |
Delcath Systems
DCTH
|
+$3.04M |
| 3 |
Xylem
XYL
|
+$3.02M |
| 4 |
Zeta Global
ZETA
|
+$2.71M |
| 5 |
The Bancorp
TBBK
|
+$2.66M |
Sector Composition
| 1 | Industrials | 27.27% |
| 2 | Technology | 26.96% |
| 3 | Healthcare | 20.74% |
| 4 | Consumer Discretionary | 5.8% |
| 5 | Financials | 5.57% |
