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
$715M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$5.39M
3
+$4.84M
4
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$4.69M
5
DIS icon
Walt Disney
DIS
+$4.6M

Top Sells

1
+$10.9M
2
+$8.6M
3
+$8.19M
4
AMGN icon
Amgen
AMGN
+$7.33M
5
NXPI icon
NXP Semiconductors
NXPI
+$6.75M

Sector Composition

1 Technology 26.61%
2 Healthcare 20.8%
3 Industrials 10.45%
4 Communication Services 9.35%
5 Financials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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