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
451
$4K ﹤0.01%
84
452
$4K ﹤0.01%
40
453
$4K ﹤0.01%
35
454
$3K ﹤0.01%
78
455
$3K ﹤0.01%
85
456
$3K ﹤0.01%
175
457
$2K ﹤0.01%
18
458
$2K ﹤0.01%
120
459
$2K ﹤0.01%
25
460
$2K ﹤0.01%
16
461
$2K ﹤0.01%
184
462
$1K ﹤0.01%
5
463
$1K ﹤0.01%
76
464
– –
-19,150
465
– –
-500
466
– –
-680
467
– –
-37,816
468
– –
-24,721
469
– –
-8,935
470
– –
-301,635
471
– –
-11,800
472
– –
-24,917
473
– –
-140
474
– –
-89,868
475
– –
-237,108
17 18
19
20 21