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
$802M
AUM Growth
-$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$5.17M
3
+$4.61M
4
EOLS icon
Evolus
EOLS
+$4.17M
5
BHE icon
Benchmark Electronics
BHE
+$3.02M

Top Sells

1
+$9.4M
2
+$7.16M
3
+$3.18M
4
NTRA icon
Natera
NTRA
+$2.4M
5
BNTX icon
BioNTech
BNTX
+$2.33M

Sector Composition

1 Technology 25.87%
2 Industrials 18.64%
3 Healthcare 14.93%
4 Materials 10.17%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$20K ﹤0.01%
367
352
$20K ﹤0.01%
103
353
$19K ﹤0.01%
135
354
$18K ﹤0.01%
387
355
$18K ﹤0.01%
50
356
$17K ﹤0.01%
145
357
$16K ﹤0.01%
85
358
$16K ﹤0.01%
450
359
$15K ﹤0.01%
165
360
$15K ﹤0.01%
83
361
$15K ﹤0.01%
100
362
$13K ﹤0.01%
64
363
$13K ﹤0.01%
185
364
$13K ﹤0.01%
114
365
$12K ﹤0.01%
62
366
$11K ﹤0.01%
53
367
$11K ﹤0.01%
292
-168
368
$11K ﹤0.01%
20,000
369
$10K ﹤0.01%
102
370
$10K ﹤0.01%
200
371
$10K ﹤0.01%
35
372
$10K ﹤0.01%
201
-44
373
$10K ﹤0.01%
390
374
$9K ﹤0.01%
497
375
$9K ﹤0.01%
36
13 14
15
16 17