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
$613M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$5.29M
3
+$5.04M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$4.44M
5
NEE icon
NextEra Energy
NEE
+$4.25M

Top Sells

1
+$7.47M
2
+$5.56M
3
+$5.02M
4
STRL icon
Sterling Infrastructure
STRL
+$5.01M
5
NEWR
New Relic, Inc.
NEWR
+$4.42M

Sector Composition

1 Technology 26.57%
2 Industrials 26.28%
3 Healthcare 14.79%
4 Consumer Discretionary 6.2%
5 Energy 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.37K ﹤0.01%
25
352
$2K ﹤0.01%
191
353
$1.87K ﹤0.01%
27
354
$1.8K ﹤0.01%
104
-5
355
$23 ﹤0.01%
1
356
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-147,188
357
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-67,494
358
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-280,465
359
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-157,566
360
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-162,525
361
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-8,409
362
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-46,651
363
– –
-8,597
364
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365
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-275,085
366
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-18,500
367
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368
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-59,300
369
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370
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-1,072,470
371
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372
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373
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374
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13 14
15
16 17