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
$613M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$5.29M
3
+$5.04M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$4.44M
5
NEE icon
NextEra Energy
NEE
+$4.25M

Top Sells

1
+$7.47M
2
+$5.56M
3
+$5.02M
4
STRL icon
Sterling Infrastructure
STRL
+$5.01M
5
NEWR
New Relic, Inc.
NEWR
+$4.42M

Sector Composition

1 Technology 26.57%
2 Industrials 26.28%
3 Healthcare 14.79%
4 Consumer Discretionary 6.2%
5 Energy 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.75M 0.78%
349,032
+43,477
27
$4.68M 0.76%
51,428
-701
28
$4.67M 0.76%
14,916
-631
29
$4.57M 0.75%
107,793
-27,105
30
$4.56M 0.74%
31,724
+416
31
$4.47M 0.73%
281,344
-3,748
32
$4.28M 0.7%
74,755
+74,220
33
$4.21M 0.69%
8,240
-42
34
$4.19M 0.68%
83,801
-34,306
35
$4.12M 0.67%
169,973
-5,814
36
$4.07M 0.66%
89,053
-17,117
37
$4M 0.65%
129,081
-4,122
38
$3.99M 0.65%
87,850
-4,766
39
$3.95M 0.65%
48,773
-2,687
40
$3.93M 0.64%
140,227
+5,513
41
$3.92M 0.64%
175,749
-12,168
42
$3.89M 0.63%
39,701
-519
43
$3.89M 0.63%
459,821
-7,047
44
$3.88M 0.63%
67,599
+6,570
45
$3.86M 0.63%
209,622
-14,856
46
$3.79M 0.62%
93,610
-1,357
47
$3.75M 0.61%
148,419
+39,237
48
$3.73M 0.61%
287,548
-3,768
49
$3.69M 0.6%
312,844
-4,156
50
$3.61M 0.59%
188,883
+62,085
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