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
$619M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$6.6M
3
+$5.51M
4
APTV icon
Aptiv
APTV
+$5.05M
5
GNRC icon
Generac Holdings
GNRC
+$4.29M

Top Sells

1
+$7.19M
2
+$5.38M
3
+$3.73M
4
ALB icon
Albemarle
ALB
+$3.57M
5
ARRY icon
Array Technologies
ARRY
+$2.87M

Sector Composition

1 Technology 25.54%
2 Industrials 18.31%
3 Healthcare 14.64%
4 Consumer Discretionary 8.91%
5 Materials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$22K ﹤0.01%
+1,300
352
$22K ﹤0.01%
341
353
$21K ﹤0.01%
141
354
$21K ﹤0.01%
577
-48,545
355
$21K ﹤0.01%
76
356
$21K ﹤0.01%
680
357
$19K ﹤0.01%
156
358
$19K ﹤0.01%
123
359
$19K ﹤0.01%
425
360
$19K ﹤0.01%
+900
361
$18K ﹤0.01%
175
362
$18K ﹤0.01%
367
363
$18K ﹤0.01%
103
364
$17K ﹤0.01%
+600
365
$16K ﹤0.01%
135
366
$16K ﹤0.01%
50
367
$16K ﹤0.01%
284
368
$16K ﹤0.01%
+1,100
369
$16K ﹤0.01%
80
370
$15K ﹤0.01%
387
371
$15K ﹤0.01%
85
372
$14K ﹤0.01%
771
-40,892
373
$13K ﹤0.01%
83
374
$13K ﹤0.01%
+1,700
375
$13K ﹤0.01%
145
13 14
15
16 17