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
$688M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$5.51M
3
+$5.45M
4
HCI icon
HCI Group
HCI
+$4.35M
5
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$2.9M

Top Sells

1
+$8.5M
2
+$3.22M
3
+$2.72M
4
RUN icon
Sunrun
RUN
+$2.68M
5
APTV icon
Aptiv
APTV
+$2.56M

Sector Composition

1 Technology 27.49%
2 Industrials 21.22%
3 Healthcare 16.41%
4 Consumer Discretionary 7.8%
5 Materials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$17.1K ﹤0.01%
771
352
$14.7K ﹤0.01%
135
353
$14.7K ﹤0.01%
387
354
$14.4K ﹤0.01%
204
-145
355
$14.3K ﹤0.01%
62
356
$14.1K ﹤0.01%
100
357
$13.9K ﹤0.01%
970
358
$13.7K ﹤0.01%
83
359
$11.9K ﹤0.01%
292
360
$11.7K ﹤0.01%
20,000
361
$11.2K ﹤0.01%
2,388
362
$10.9K ﹤0.01%
200
363
$10.1K ﹤0.01%
165
364
$8.98K ﹤0.01%
300
365
$8.09K ﹤0.01%
36
366
$7.72K ﹤0.01%
100
367
$7.11K ﹤0.01%
20
368
$7.04K ﹤0.01%
35
369
$6.53K ﹤0.01%
222
370
$5.83K ﹤0.01%
1,200
371
$5.41K ﹤0.01%
150
372
$4.93K ﹤0.01%
25
-116
373
$4.78K ﹤0.01%
317
374
$4.67K ﹤0.01%
380
375
$3.95K ﹤0.01%
49
-65
13 14
15
16 17