EIM
Essex Investment Management Portfolio holdings
AUM
$550M
1-Year Return
61.92%
This Quarter Return
+3.91%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$607M
AUM Growth
-$13.7M
(-2.2%)
Cap. Flow
-$14.1M
Cap. Flow
% of AUM
-2.32%
Top 10 Holdings %
Top 10 Hldgs %
21.7%
Holding
410
New
79
Increased
109
Reduced
121
Closed
71
Top Buys
| 1 |
SWN
Southwestern Energy Company
SWN
|
+$5.88M |
| 2 |
APA Corp
APA
|
+$5.68M |
| 3 |
Biogen
BIIB
|
+$5.63M |
| 4 |
Walt Disney
DIS
|
+$5.6M |
| 5 |
SIVB
SVB Financial Group
SIVB
|
+$4.05M |
Top Sells
| 1 |
S&P Global
SPGI
|
+$8.31M |
| 2 |
Meta Platforms (Facebook)
META
|
+$7.29M |
| 3 |
GoPro
GPRO
|
+$7.18M |
| 4 |
Eli Lilly
LLY
|
+$6.96M |
| 5 |
AGN
Allergan plc
AGN
|
+$5.66M |
Sector Composition
| 1 | Technology | 26.07% |
| 2 | Healthcare | 14.08% |
| 3 | Industrials | 10.62% |
| 4 | Energy | 10.51% |
| 5 | Consumer Discretionary | 10.02% |