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
$688M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1 +$8.14M
2 +$5.51M
3 +$5.45M
4
HCI icon
HCI Group
HCI
+$4.35M
5
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$2.9M

Top Sells

1 +$8.5M
2 +$3.22M
3 +$2.72M
4
RUN icon
Sunrun
RUN
+$2.68M
5
APTV icon
Aptiv
APTV
+$2.56M

Sector Composition

1 Technology 27.49%
2 Industrials 21.22%
3 Healthcare 16.41%
4 Consumer Discretionary 7.8%
5 Materials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$40.8K 0.01%
430
327
$39.8K 0.01%
382
328
$39.4K 0.01%
10,000
329
$39.1K 0.01%
1,700
330
$39.1K 0.01%
402
331
$38.2K 0.01%
187
332
$34.8K 0.01%
203
333
$34.4K 0.01%
1,238
334
$33.3K ﹤0.01%
320
335
$30K ﹤0.01%
178
336
$29.9K ﹤0.01%
+364
337
$29.5K ﹤0.01%
390
338
$28.3K ﹤0.01%
124
339
$27.2K ﹤0.01%
210
340
$26.4K ﹤0.01%
90
341
$23.5K ﹤0.01%
76
342
$21.8K ﹤0.01%
481
343
$21.7K ﹤0.01%
273
-193
344
$21.3K ﹤0.01%
577
345
$20.3K ﹤0.01%
680
346
$18.6K ﹤0.01%
425
347
$18.2K ﹤0.01%
50
348
$18.1K ﹤0.01%
367
349
$17.9K ﹤0.01%
341
350
$17.3K ﹤0.01%
600