EIM
Essex Investment Management Portfolio holdings
AUM
$550M
1-Year Return
61.92%
This Quarter Return
+0.2%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$815M
AUM Growth
-$44.8M
(-5.2%)
Cap. Flow
-$25M
Cap. Flow
% of AUM
-3.07%
Top 10 Holdings %
Top 10 Hldgs %
16.5%
Holding
458
New
39
Increased
80
Reduced
143
Closed
39
Top Buys
| 1 |
Tandem Diabetes Care
TNDM
|
+$6M |
| 2 |
SolarEdge
SEDG
|
+$3.29M |
| 3 |
ACCD
Accolade, Inc. Common Stock
ACCD
|
+$3.19M |
| 4 |
Enphase Energy
ENPH
|
+$2.67M |
| 5 |
CoreCard
CCRD
|
+$2.26M |
Top Sells
| 1 |
Netflix
NFLX
|
+$6M |
| 2 |
RAVN
Raven Industries Inc
RAVN
|
+$5.8M |
| 3 |
APPH
AppHarvest, Inc. Common Stock
APPH
|
+$4.46M |
| 4 |
LDL
Lydall, Inc.
LDL
|
+$4.31M |
| 5 |
Aspen Aerogels
ASPN
|
+$3.94M |
Sector Composition
| 1 | Technology | 23.83% |
| 2 | Industrials | 17.78% |
| 3 | Healthcare | 15.62% |
| 4 | Consumer Discretionary | 10.77% |
| 5 | Financials | 9.69% |