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
426
$21K ﹤0.01%
219
427
$20K ﹤0.01%
135
428
$20K ﹤0.01%
75
429
$20K ﹤0.01%
123
430
$19K ﹤0.01%
20,000
431
$18K ﹤0.01%
156
432
$18K ﹤0.01%
103
433
$18K ﹤0.01%
97
434
$17K ﹤0.01%
141
435
$17K ﹤0.01%
135
436
$16K ﹤0.01%
680
437
$15K ﹤0.01%
209
438
$14K ﹤0.01%
504
439
$14K ﹤0.01%
191
440
$12K ﹤0.01%
195
441
$10K ﹤0.01%
200
442
$9K ﹤0.01%
150
443
$9K ﹤0.01%
175
-13,546
444
$7K ﹤0.01%
30
445
$7K ﹤0.01%
300
446
$7K ﹤0.01%
99
-2,737
447
$7K ﹤0.01%
127
448
$7K ﹤0.01%
36
449
$5K ﹤0.01%
50
450
$4K ﹤0.01%
45
16 17
18
19 20