EIM
Essex Investment Management Portfolio holdings
AUM
$550M
1-Year Return
61.92%
This Quarter Return
+8%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$873M
AUM Growth
+$58.1M
(+7.1%)
Cap. Flow
+$22.7M
Cap. Flow
% of AUM
2.6%
Top 10 Holdings %
Top 10 Hldgs %
16.67%
Holding
449
New
30
Increased
131
Reduced
117
Closed
44
Top Buys
| 1 |
iShares Russell 2000 Growth ETF
IWO
|
+$3.74M |
| 2 |
Upwork
UPWK
|
+$3.07M |
| 3 |
Resources Connection
RGP
|
+$2.85M |
| 4 |
Hannon Armstrong Sustainable Infrastructure Capital
HASI
|
+$2.78M |
| 5 |
Chegg
CHGG
|
+$2.41M |
Top Sells
| 1 |
Aspen Aerogels
ASPN
|
+$5.09M |
| 2 |
Itron
ITRI
|
+$3.11M |
| 3 |
SIVB
SVB Financial Group
SIVB
|
+$2.98M |
| 4 |
Boeing
BA
|
+$2.75M |
| 5 |
Steel Dynamics
STLD
|
+$2.65M |
Sector Composition
| 1 | Technology | 25.05% |
| 2 | Industrials | 17.48% |
| 3 | Healthcare | 14.14% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Financials | 8.94% |
