EIM
Essex Investment Management Portfolio holdings
AUM
$632M
1-Year Est. Return
95.36%
This Fund
S&P 500
1 Year Est. Return
+95.36%
AUM
$632M
AUM Growth
-$24.2M
(-3.7%)
Holding
333
Top Buys
| 1 | +$5.65M | |
| 2 | +$4.32M | |
| 3 | +$3.88M | |
| 4 |
Riskified
RSKD
|
+$3.56M |
| 5 |
Mitek Systems
MITK
|
+$3.41M |
Top Sells
| 1 | +$10.3M | |
| 2 | +$6.64M | |
| 3 | +$6M | |
| 4 |
Sterling Infrastructure
STRL
|
+$4.94M |
| 5 |
Argan
AGX
|
+$4.7M |
Sector Composition
| 1 | Industrials | 28.14% |
| 2 | Technology | 24.71% |
| 3 | Healthcare | 23.43% |
| 4 | Financials | 5.67% |
| 5 | Consumer Staples | 4.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Winnebago Industries
WGO
$839M
| – | – |
-109,490
|
|
||
|
BBNX
327
Beta Bionics
BBNX
$540M
| – | – |
-217,796
|
|