EIM

Essex Investment Management Portfolio holdings

AUM $656M
1-Year Est. Return 72.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+72.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$699M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$3.98M
3
+$3.27M
4
KRNT icon
Kornit Digital
KRNT
+$2.94M
5
BABA icon
Alibaba
BABA
+$2.52M

Top Sells

1
+$4.78M
2
+$4.31M
3
+$4.22M
4
B
Barrick Mining
B
+$4.07M
5
APA icon
APA Corp
APA
+$4.01M

Sector Composition

1 Technology 24.88%
2 Healthcare 16.14%
3 Industrials 15.57%
4 Consumer Discretionary 11.23%
5 Financials 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
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