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
$802M
AUM Growth
-$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$5.17M
3
+$4.61M
4
EOLS icon
Evolus
EOLS
+$4.17M
5
BHE icon
Benchmark Electronics
BHE
+$3.02M

Top Sells

1
+$9.4M
2
+$7.16M
3
+$3.18M
4
NTRA icon
Natera
NTRA
+$2.4M
5
BNTX icon
BioNTech
BNTX
+$2.33M

Sector Composition

1 Technology 25.87%
2 Industrials 18.64%
3 Healthcare 14.93%
4 Materials 10.17%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$55K 0.01%
+235
327
$50K 0.01%
4,441
328
$47K 0.01%
966
329
$47K 0.01%
187
330
$46K 0.01%
10,000
331
$45K 0.01%
320
332
$44K 0.01%
199
333
$43K 0.01%
430
334
$38K ﹤0.01%
402
335
$36K ﹤0.01%
80
+6
336
$35K ﹤0.01%
1,238
-221
337
$33K ﹤0.01%
390
338
$32K ﹤0.01%
750
339
$31K ﹤0.01%
203
340
$29K ﹤0.01%
124
341
$29K ﹤0.01%
341
342
$27K ﹤0.01%
76
343
$24K ﹤0.01%
156
344
$23K ﹤0.01%
141
345
$23K ﹤0.01%
175
346
$23K ﹤0.01%
123
347
$23K ﹤0.01%
680
348
$22K ﹤0.01%
284
349
$22K ﹤0.01%
80
350
$22K ﹤0.01%
425
-168
12 13
14
15 16