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
$619M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$6.6M
3
+$5.51M
4
APTV icon
Aptiv
APTV
+$5.05M
5
GNRC icon
Generac Holdings
GNRC
+$4.29M

Top Sells

1
+$7.19M
2
+$5.38M
3
+$3.73M
4
ALB icon
Albemarle
ALB
+$3.57M
5
ARRY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$12K ﹤0.01%
64
377
$12K ﹤0.01%
+2,200
378
$11K ﹤0.01%
165
379
$11K ﹤0.01%
62
380
$11K ﹤0.01%
100
381
$11K ﹤0.01%
201
382
$10K ﹤0.01%
200
383
$9K ﹤0.01%
53
384
$9K ﹤0.01%
292
385
$9K ﹤0.01%
+120
386
$9K ﹤0.01%
2,388
-196,016
387
$9K ﹤0.01%
114
388
$9K ﹤0.01%
+4,225
389
$9K ﹤0.01%
667
+390
390
$9K ﹤0.01%
+1,600
391
$8K ﹤0.01%
+1,700
392
$8K ﹤0.01%
20,000
393
$8K ﹤0.01%
497
394
$8K ﹤0.01%
127
395
$8K ﹤0.01%
36
396
$8K ﹤0.01%
100
397
$7K ﹤0.01%
222
398
$7K ﹤0.01%
35
399
$7K ﹤0.01%
150
400
$7K ﹤0.01%
970
-180,123
14 15
16
17 18