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
$660M
AUM Growth
+$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$7.52M
3
+$6.71M
4
META icon
Meta Platforms (Facebook)
META
+$6.67M
5
GE icon
GE Aerospace
GE
+$3.94M

Top Sells

1
+$12.5M
2
+$8.65M
3
+$6.17M
4
XONE
The ExOne Company
XONE
+$5.91M
5
AAPL icon
Apple
AAPL
+$5.59M

Sector Composition

1 Technology 17.08%
2 Healthcare 14.93%
3 Industrials 13.75%
4 Financials 11.56%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.94M 0.9%
49,052
+23,852
27
$5.85M 0.89%
47,516
-2,921
28
$5.83M 0.88%
83,887
+9,721
29
$5.83M 0.88%
109,087
+21,695
30
$5.5M 0.83%
127,723
-8,910
31
$5.19M 0.79%
46,917
+824
32
$5.14M 0.78%
160,513
-16,970
33
$5.09M 0.77%
77,602
-8,460
34
$5.05M 0.77%
311,648
+139,112
35
$4.86M 0.74%
73,281
-30,090
36
$4.64M 0.7%
18,849
+14,127
37
$4.63M 0.7%
123,219
-10,719
38
$4.52M 0.69%
139,820
39
$4.5M 0.68%
138,656
+15,396
40
$4.15M 0.63%
48,077
+4,267
41
$4.11M 0.62%
436,753
+158,528
42
$4.08M 0.62%
61,729
+4,876
43
$4.08M 0.62%
53,794
+23,726
44
$4.02M 0.61%
117,695
-3,230
45
$3.95M 0.6%
186,890
-716
46
$3.91M 0.59%
152,943
+105,950
47
$3.9M 0.59%
+25,103
48
$3.71M 0.56%
57,184
-2,002
49
$3.7M 0.56%
+131,633
50
$3.59M 0.54%
58,545
-2,811
1
2
3 4 5