EIM
Essex Investment Management Portfolio holdings
AUM
$550M
1-Year Return
61.92%
This Quarter Return
+5.37%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$627M
AUM Growth
+$7.5M
(+1.2%)
Cap. Flow
+$2.89M
Cap. Flow
% of AUM
0.46%
Top 10 Holdings %
Top 10 Hldgs %
17.82%
Holding
446
New
23
Increased
113
Reduced
92
Closed
35
Top Buys
| 1 |
Salesforce
CRM
|
+$4.25M |
| 2 |
STKL
SunOpta
STKL
|
+$4.1M |
| 3 |
Hubbell
HUBB
|
+$4.06M |
| 4 |
Tandem Diabetes Care
TNDM
|
+$3.91M |
| 5 |
Axogen
AXGN
|
+$3.91M |
Top Sells
| 1 |
COWN
Cowen Inc. Class A Common Stock
COWN
|
+$9.97M |
| 2 |
SWIR
Sierra Wireless
SWIR
|
+$4.9M |
| 3 |
Home Depot
HD
|
+$3.75M |
| 4 |
Innovative Industrial Properties
IIPR
|
+$2.86M |
| 5 |
Enphase Energy
ENPH
|
+$2.63M |
Sector Composition
| 1 | Technology | 25.58% |
| 2 | Industrials | 19.95% |
| 3 | Healthcare | 16.38% |
| 4 | Materials | 8.71% |
| 5 | Consumer Discretionary | 7.84% |
