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
$619M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$6.6M
3
+$5.51M
4
APTV icon
Aptiv
APTV
+$5.05M
5
GNRC icon
Generac Holdings
GNRC
+$4.29M

Top Sells

1
+$7.19M
2
+$5.38M
3
+$3.73M
4
ALB icon
Albemarle
ALB
+$3.57M
5
ARRY icon
Array Technologies
ARRY
+$2.87M

Sector Composition

1 Technology 25.54%
2 Industrials 18.31%
3 Healthcare 14.64%
4 Consumer Discretionary 8.91%
5 Materials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$49K 0.01%
703
327
$44K 0.01%
1,890
328
$44K 0.01%
4,441
329
$44K 0.01%
+1,700
330
$43K 0.01%
430
331
$42K 0.01%
187
332
$40K 0.01%
402
333
$39K 0.01%
199
334
$35K 0.01%
320
335
$35K 0.01%
+1,000
336
$34K 0.01%
10,000
337
$34K 0.01%
1,238
338
$29K ﹤0.01%
178
-534
339
$29K ﹤0.01%
382
-16,860
340
$29K ﹤0.01%
390
341
$28K ﹤0.01%
124
342
$28K ﹤0.01%
75
-5
343
$26K ﹤0.01%
+4,400
344
$26K ﹤0.01%
+2,100
345
$26K ﹤0.01%
203
346
$26K ﹤0.01%
5,858
-4,549
347
$25K ﹤0.01%
750
348
$25K ﹤0.01%
+4,100
349
$24K ﹤0.01%
+800
350
$23K ﹤0.01%
487
-8,332
12 13
14
15 16