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
401
$6K ﹤0.01%
+41
402
$6K ﹤0.01%
20
403
$6K ﹤0.01%
+5
404
$6K ﹤0.01%
+800
405
$5K ﹤0.01%
+175
406
$5K ﹤0.01%
+1,400
407
$5K ﹤0.01%
+380
408
$5K ﹤0.01%
+1,100
409
$4K ﹤0.01%
84
410
$4K ﹤0.01%
159
411
$4K ﹤0.01%
85
412
$4K ﹤0.01%
+400
413
$4K ﹤0.01%
109
414
$4K ﹤0.01%
182
-244,638
415
$3K ﹤0.01%
18
416
$3K ﹤0.01%
+1,200
417
$2K ﹤0.01%
78
418
$2K ﹤0.01%
+581
419
$2K ﹤0.01%
25
420
$2K ﹤0.01%
+107
421
$1K ﹤0.01%
13
422
– –
-25,801
423
– –
-254,811
424
– –
-2,295
425
– –
-118,536
14 15 16
17
18