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
$813M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$5.9M
3
+$5.37M
4
DDOG icon
Datadog
DDOG
+$4.39M
5
DKNG icon
DraftKings
DKNG
+$4.38M

Top Sells

1
+$6.89M
2
+$5.37M
3
+$3.89M
4
BYND icon
Beyond Meat
BYND
+$3.7M
5
NXPI icon
NXP Semiconductors
NXPI
+$3.44M

Sector Composition

1 Technology 20.67%
2 Healthcare 16.79%
3 Industrials 13.63%
4 Consumer Discretionary 9.87%
5 Financials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$254K 0.03%
350,000
-261,138
352
$241K 0.03%
2,566
353
$233K 0.03%
2,550
354
$224K 0.03%
+50,000
355
$223K 0.03%
13,364
-16,185
356
$221K 0.03%
6,563
-702
357
$220K 0.03%
250,000
-525,000
358
$211K 0.03%
3,512
-374
359
$205K 0.03%
9,416
-836
360
$195K 0.02%
2,800
-33,049
361
$191K 0.02%
3,964
362
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5,000
363
$191K 0.02%
895
364
$184K 0.02%
6,643
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365
$162K 0.02%
1,541
366
$162K 0.02%
45,800
-44,200
367
$159K 0.02%
2,699
368
$153K 0.02%
2,400
369
$150K 0.02%
1,729
370
$131K 0.02%
+4,150
371
$130K 0.02%
12,206
-528
372
$119K 0.01%
1,454
373
$114K 0.01%
731
374
$114K 0.01%
1,308
375
$113K 0.01%
980
-46,532
13 14
15
16 17