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
$873M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.07M
3
+$2.85M
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$2.78M
5
CHGG icon
Chegg
CHGG
+$2.41M

Top Sells

1
+$5.09M
2
+$3.11M
3
+$2.98M
4
BA icon
Boeing
BA
+$2.75M
5
STLD icon
Steel Dynamics
STLD
+$2.65M

Sector Composition

1 Technology 25.05%
2 Industrials 17.48%
3 Healthcare 14.14%
4 Consumer Discretionary 11.31%
5 Financials 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$32K ﹤0.01%
593
352
$32K ﹤0.01%
124
-5,696
353
$29K ﹤0.01%
341
354
$28K ﹤0.01%
156
355
$28K ﹤0.01%
80
356
$26K ﹤0.01%
390
357
$26K ﹤0.01%
284
-14,869
358
$25K ﹤0.01%
141
359
$25K ﹤0.01%
175
360
$25K ﹤0.01%
123
361
$24K ﹤0.01%
145
-226
362
$23K ﹤0.01%
76
363
$23K ﹤0.01%
135
364
$21K ﹤0.01%
103
365
$20K ﹤0.01%
460
366
$19K ﹤0.01%
387
367
$19K ﹤0.01%
83
368
$18K ﹤0.01%
367
369
$18K ﹤0.01%
85
370
$18K ﹤0.01%
50
371
$18K ﹤0.01%
680
372
$17K ﹤0.01%
+100
373
$16K ﹤0.01%
64
374
$16K ﹤0.01%
450
-484
375
$15K ﹤0.01%
53
13 14
15
16 17