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
$660M
AUM Growth
+$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$7.52M
3
+$6.71M
4
META icon
Meta Platforms (Facebook)
META
+$6.67M
5
GE icon
GE Aerospace
GE
+$3.94M

Top Sells

1
+$12.5M
2
+$8.65M
3
+$6.17M
4
XONE
The ExOne Company
XONE
+$5.91M
5
AAPL icon
Apple
AAPL
+$5.59M

Sector Composition

1 Technology 17.08%
2 Healthcare 14.93%
3 Industrials 13.75%
4 Financials 11.56%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$230K 0.03%
5,043
-3,075
327
$227K 0.03%
+3,370
328
$226K 0.03%
+5,924
329
$221K 0.03%
+40,714
330
$214K 0.03%
+12,356
331
$211K 0.03%
+203
332
$210K 0.03%
52,800
333
$209K 0.03%
3,125
334
$209K 0.03%
+2,990
335
$208K 0.03%
+4,115
336
$208K 0.03%
13,282
337
$204K 0.03%
+2,046
338
$202K 0.03%
+3,161
339
$201K 0.03%
+12,038
340
$201K 0.03%
34,608
-3,058
341
$200K 0.03%
10,549
-135
342
$181K 0.03%
12,561
343
$176K 0.03%
10,437
344
$154K 0.02%
+1,719
345
$134K 0.02%
+2,081
346
$131K 0.02%
+2,080
347
$121K 0.02%
10,639
-4,890
348
$113K 0.02%
10,478
-3,532
349
$112K 0.02%
10,751
-59,398
350
$93K 0.01%
15,574
+129
12 13
14
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