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
$699M
AUM Growth
+$88.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.92M
3
+$3.53M
4
ASPN icon
Aspen Aerogels
ASPN
+$3.36M
5
LTHM
Livent Corporation
LTHM
+$2.78M

Top Sells

1
+$14.1M
2
+$5.81M
3
+$5.3M
4
TSLA icon
Tesla
TSLA
+$5.05M
5
NFLX icon
Netflix
NFLX
+$4.67M

Sector Composition

1 Technology 23.68%
2 Healthcare 18.86%
3 Industrials 14.97%
4 Consumer Discretionary 12.74%
5 Materials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$73K 0.01%
+1,048
377
$72K 0.01%
1,527
378
$70K 0.01%
482
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379
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339
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380
$65K 0.01%
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381
$64K 0.01%
180
382
$60K 0.01%
3,796
383
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+1,000
384
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70
385
$54K 0.01%
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386
$53K 0.01%
9,174
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387
$53K 0.01%
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388
$50K 0.01%
833
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390
$45K 0.01%
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391
$42K 0.01%
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392
$42K 0.01%
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393
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515
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$35K 0.01%
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$34K ﹤0.01%
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400
$33K ﹤0.01%
6,025
14 15
16
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