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
$813M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$5.9M
3
+$5.37M
4
DDOG icon
Datadog
DDOG
+$4.39M
5
DKNG icon
DraftKings
DKNG
+$4.38M

Top Sells

1
+$6.89M
2
+$5.37M
3
+$3.89M
4
BYND icon
Beyond Meat
BYND
+$3.7M
5
NXPI icon
NXP Semiconductors
NXPI
+$3.44M

Sector Composition

1 Technology 20.67%
2 Healthcare 16.79%
3 Industrials 13.63%
4 Consumer Discretionary 9.87%
5 Financials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$103K 0.01%
3,667
377
$99K 0.01%
63,170
-89,481
378
$98K 0.01%
2,093
379
$95K 0.01%
864
380
$94K 0.01%
827
-1,043
381
$88K 0.01%
2,459
382
$87K 0.01%
910
383
$86K 0.01%
2,100
384
$78K 0.01%
70
385
$77K 0.01%
92
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386
$73K 0.01%
622
387
$71K 0.01%
5,525
388
$71K 0.01%
2,356
389
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390
$67K 0.01%
346
391
$67K 0.01%
315
392
$66K 0.01%
+712
393
$66K 0.01%
1,527
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394
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396
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397
$56K 0.01%
1,191
-18,459
398
$53K 0.01%
430
399
$53K 0.01%
180
400
$53K 0.01%
1,991
14 15
16
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