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
$873M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.07M
3
+$2.85M
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$2.78M
5
CHGG icon
Chegg
CHGG
+$2.41M

Top Sells

1
+$5.09M
2
+$3.11M
3
+$2.98M
4
BA icon
Boeing
BA
+$2.75M
5
STLD icon
Steel Dynamics
STLD
+$2.65M

Sector Composition

1 Technology 25.05%
2 Industrials 17.48%
3 Healthcare 14.14%
4 Consumer Discretionary 11.31%
5 Financials 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$15K ﹤0.01%
165
377
$15K ﹤0.01%
62
378
$14K ﹤0.01%
20,000
379
$13K ﹤0.01%
185
-6
380
$13K ﹤0.01%
114
381
$13K ﹤0.01%
36
-24
382
$12K ﹤0.01%
102
383
$10K ﹤0.01%
200
384
$10K ﹤0.01%
245
385
$9K ﹤0.01%
35
386
$9K ﹤0.01%
390
387
$8K ﹤0.01%
497
388
$8K ﹤0.01%
127
389
$8K ﹤0.01%
100
390
$8K ﹤0.01%
150
391
$7K ﹤0.01%
159
392
$7K ﹤0.01%
20
393
$7K ﹤0.01%
277
394
$6K ﹤0.01%
222
395
$5K ﹤0.01%
84
396
$5K ﹤0.01%
99
397
$4K ﹤0.01%
120
398
$3K ﹤0.01%
18
399
$3K ﹤0.01%
85
400
$2K ﹤0.01%
78
14 15
16
17 18