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
$699M
AUM Growth
+$88.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.92M
3
+$3.53M
4
ASPN icon
Aspen Aerogels
ASPN
+$3.36M
5
LTHM
Livent Corporation
LTHM
+$2.78M

Top Sells

1
+$14.1M
2
+$5.81M
3
+$5.3M
4
TSLA icon
Tesla
TSLA
+$5.05M
5
NFLX icon
Netflix
NFLX
+$4.67M

Sector Composition

1 Technology 23.68%
2 Healthcare 18.86%
3 Industrials 14.97%
4 Consumer Discretionary 12.74%
5 Materials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$13K ﹤0.01%
61
-2,362
427
$13K ﹤0.01%
680
428
$13K ﹤0.01%
934
429
$12K ﹤0.01%
53
430
$12K ﹤0.01%
85
431
$12K ﹤0.01%
341
432
$12K ﹤0.01%
+56
433
$11K ﹤0.01%
+29
434
$11K ﹤0.01%
102
435
$11K ﹤0.01%
62
436
$11K ﹤0.01%
+50
437
$11K ﹤0.01%
+33
438
$11K ﹤0.01%
245
439
$10K ﹤0.01%
+131
440
$10K ﹤0.01%
200
441
$9K ﹤0.01%
30
442
$9K ﹤0.01%
712
443
$9K ﹤0.01%
+75
444
$8K ﹤0.01%
390
445
$7K ﹤0.01%
+31
446
$7K ﹤0.01%
127
447
$7K ﹤0.01%
130
448
$7K ﹤0.01%
+35
449
$6K ﹤0.01%
+200
450
$6K ﹤0.01%
+125
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