EIM
Essex Investment Management Portfolio holdings
AUM
$550M
1-Year Return
61.92%
This Quarter Return
+1.47%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$584M
AUM Growth
-$56.2M
(-8.8%)
Cap. Flow
-$37.6M
Cap. Flow
% of AUM
-6.44%
Top 10 Holdings %
Top 10 Hldgs %
23.07%
Holding
360
New
50
Increased
61
Reduced
164
Closed
48
Top Buys
| 1 |
SPLK
Splunk Inc
SPLK
|
+$8.47M |
| 2 |
B
Barrick Mining Corporation
B
|
+$6.19M |
| 3 |
RTN
Raytheon Company
RTN
|
+$4.88M |
| 4 |
Southwest Airlines
LUV
|
+$4.53M |
| 5 |
Apple
AAPL
|
+$4.33M |
Top Sells
| 1 |
Walt Disney
DIS
|
+$13.5M |
| 2 |
LNKD
LinkedIn Corporation
LNKD
|
+$8.85M |
| 3 |
Arista Networks
ANET
|
+$6.73M |
| 4 |
Meta Platforms (Facebook)
META
|
+$5.72M |
| 5 |
SUNE
SUNEDISON, INC COM
SUNE
|
+$5.52M |
Sector Composition
| 1 | Technology | 28.16% |
| 2 | Healthcare | 17.69% |
| 3 | Industrials | 10.92% |
| 4 | Consumer Discretionary | 9.93% |
| 5 | Materials | 8.25% |