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
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.92M
3
+$3.65M
4
KRNT icon
Kornit Digital
KRNT
+$2.94M
5
BABA icon
Alibaba
BABA
+$2.88M

Top Sells

1
+$4.78M
2
+$4.31M
3
+$4.22M
4
APA icon
APA Corp
APA
+$4.01M
5
B
Barrick Mining
B
+$3.79M

Sector Composition

1 Technology 24.88%
2 Healthcare 16.14%
3 Industrials 15.57%
4 Consumer Discretionary 11.23%
5 Financials 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.38M 0.77%
226,587
-2,197
27
$5.3M 0.76%
30,160
+868
28
$5.25M 0.75%
95,237
+6,686
29
$5.14M 0.74%
58,678
-1,013
30
$5.14M 0.74%
40,801
-538
31
$4.78M 0.68%
3,396
-115
32
$4.58M 0.66%
176,735
+45,166
33
$4.47M 0.64%
378,846
+49,541
34
$4.43M 0.63%
48,967
-3,154
35
$4.33M 0.62%
178,858
+9,390
36
$4.29M 0.61%
83,092
+36,797
37
$4.28M 0.61%
48,235
+41,042
38
$4.14M 0.59%
62,937
-5,159
39
$4.04M 0.58%
71,017
-52
40
$4.03M 0.58%
76,707
-10,955
41
$3.92M 0.56%
+222,080
42
$3.81M 0.54%
66,712
-2,250
43
$3.6M 0.52%
70,181
-2,494
44
$3.5M 0.5%
108,092
+55,223
45
$3.47M 0.5%
212,982
+19,326
46
$3.46M 0.5%
142,774
+23,585
47
$3.44M 0.49%
39,652
+20,365
48
$3.31M 0.47%
197,576
+24,649
49
$3.31M 0.47%
76,779
+17,417
50
$3.3M 0.47%
124,932
+26,248
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