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
$613M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1 +$7.57M
2 +$5.29M
3 +$5.04M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$4.44M
5
NEE icon
NextEra Energy
NEE
+$4.25M

Top Sells

1 +$7.47M
2 +$5.56M
3 +$5.02M
4
STRL icon
Sterling Infrastructure
STRL
+$5.01M
5
NEWR
New Relic, Inc.
NEWR
+$4.42M

Sector Composition

1 Technology 26.57%
2 Industrials 26.28%
3 Healthcare 14.79%
4 Consumer Discretionary 6.2%
5 Energy 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$26.5K ﹤0.01%
390
327
$25.7K ﹤0.01%
90
328
$22.9K ﹤0.01%
680
329
$22.3K ﹤0.01%
210
330
$20.6K ﹤0.01%
273
331
$19.8K ﹤0.01%
50
332
$19.4K ﹤0.01%
367
333
$18.7K ﹤0.01%
341
334
$18K ﹤0.01%
68
-17
335
$17.2K ﹤0.01%
387
336
$15.7K ﹤0.01%
771
337
$14.6K ﹤0.01%
425
338
$14.3K ﹤0.01%
100
339
$14.1K ﹤0.01%
83
-6,215
340
$12.9K ﹤0.01%
62
341
$12.3K ﹤0.01%
292
342
$12.1K ﹤0.01%
266
343
$11.8K ﹤0.01%
20,000
344
$11.2K ﹤0.01%
165
345
$10.9K ﹤0.01%
2,388
346
$10.7K ﹤0.01%
200
347
$9.18K ﹤0.01%
36
348
$7.13K ﹤0.01%
35
349
$6.42K ﹤0.01%
222
350
$3.22K ﹤0.01%
18