EIM
Essex Investment Management Portfolio holdings
AUM
$550M
1-Year Return
61.92%
This Quarter Return
-17.16%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$619M
AUM Growth
-$183M
(-23%)
Cap. Flow
-$13.8M
Cap. Flow
% of AUM
-2.24%
Top 10 Holdings %
Top 10 Hldgs %
16.48%
Holding
452
New
61
Increased
78
Reduced
175
Closed
29
Top Buys
| 1 |
HCI Group
HCI
|
+$7.07M |
| 2 |
Castle Biosciences
CSTL
|
+$6.6M |
| 3 |
Digi International
DGII
|
+$5.51M |
| 4 |
Aptiv
APTV
|
+$5.05M |
| 5 |
Generac Holdings
GNRC
|
+$4.29M |
Top Sells
| 1 |
Ciena
CIEN
|
+$7.19M |
| 2 |
Old Republic International
ORI
|
+$5.38M |
| 3 |
Sunrun
RUN
|
+$3.73M |
| 4 |
Albemarle
ALB
|
+$3.57M |
| 5 |
Array Technologies
ARRY
|
+$2.87M |
Sector Composition
| 1 | Technology | 25.54% |
| 2 | Industrials | 18.31% |
| 3 | Healthcare | 14.64% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Materials | 8.66% |
