EIM
Essex Investment Management Portfolio holdings
AUM
$550M
This Quarter Return
-3.68%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$802M
AUM Growth
+$802M
(-8.1%)
Cap. Flow
-$7.68M
Cap. Flow
% of AUM
-0.96%
Top 10 Holdings %
Top 10 Hldgs %
17.04%
Holding
429
New
24
Increased
162
Reduced
106
Closed
38
Top Buys
| 1 |
Tandem Diabetes Care
TNDM
|
$6.45M |
| 2 |
Chegg
CHGG
|
$5.17M |
| 3 |
Aspen Aerogels
ASPN
|
$4.61M |
| 4 |
Evolus
EOLS
|
$4.17M |
| 5 |
Benchmark Electronics
BHE
|
$3.02M |
Top Sells
| 1 |
Aptiv
APTV
|
$9.4M |
| 2 |
Amazon
AMZN
|
$7.16M |
| 3 |
iShares Russell 2000 Growth ETF
IWO
|
$3.18M |
| 4 |
Natera
NTRA
|
$2.4M |
| 5 |
BioNTech
BNTX
|
$2.34M |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Industrials | 18.64% |
| 3 | Healthcare | 14.93% |
| 4 | Materials | 10.17% |
| 5 | Financials | 8.27% |