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
$813M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$5.9M
3
+$5.37M
4
DDOG icon
Datadog
DDOG
+$4.39M
5
DKNG icon
DraftKings
DKNG
+$4.38M

Top Sells

1
+$6.89M
2
+$5.37M
3
+$3.89M
4
BYND icon
Beyond Meat
BYND
+$3.7M
5
NXPI icon
NXP Semiconductors
NXPI
+$3.44M

Sector Composition

1 Technology 20.67%
2 Healthcare 16.79%
3 Industrials 13.63%
4 Consumer Discretionary 9.87%
5 Financials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$52K 0.01%
354
402
$50K 0.01%
920
403
$49K 0.01%
1,318
404
$45K 0.01%
260
405
$40K ﹤0.01%
430
406
$39K ﹤0.01%
192
407
$38K ﹤0.01%
500
408
$38K ﹤0.01%
686
409
$38K ﹤0.01%
292
410
$37K ﹤0.01%
1,238
-262
411
$34K ﹤0.01%
402
412
$34K ﹤0.01%
621
413
$34K ﹤0.01%
220
414
$31K ﹤0.01%
1,000
415
$30K ﹤0.01%
390
416
$29K ﹤0.01%
108
417
$28K ﹤0.01%
191
418
$27K ﹤0.01%
1,264
-163
419
$26K ﹤0.01%
179
420
$25K ﹤0.01%
173
421
$25K ﹤0.01%
65
422
$25K ﹤0.01%
1,191
423
$24K ﹤0.01%
100
424
$23K ﹤0.01%
776
-1,084
425
$23K ﹤0.01%
750
15 16
17
18 19