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
$508M
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.94M
3
+$2.69M
4
AGX icon
Argan
AGX
+$2.3M
5
ROCK icon
Gibraltar Industries
ROCK
+$2.17M

Top Sells

1
+$4.58M
2
+$4.12M
3
+$3.22M
4
STRL icon
Sterling Infrastructure
STRL
+$3.03M
5
ARLO icon
Arlo Technologies
ARLO
+$2.94M

Sector Composition

1 Industrials 30.09%
2 Technology 25.28%
3 Healthcare 15.09%
4 Financials 5.76%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.42M 0.87%
28,603
-3,121
27
$4.33M 0.85%
37,880
-13,548
28
$4.16M 0.82%
414,528
-45,293
29
$4.15M 0.82%
41,518
-10,334
30
$4.11M 0.81%
202,835
-15,799
31
$4.03M 0.79%
266,856
-20,692
32
$4.03M 0.79%
36,866
-2,835
33
$4.02M 0.79%
60,140
-23,661
34
$3.95M 0.78%
60,775
-43,329
35
$3.68M 0.73%
261,571
-19,773
36
$3.67M 0.72%
205,409
-864
37
$3.64M 0.72%
40,275
-8,498
38
$3.56M 0.7%
105,956
-23,125
39
$3.52M 0.69%
183,628
-81,323
40
$3.41M 0.67%
147,541
-59,619
41
$3.36M 0.66%
177,036
-20,293
42
$3.35M 0.66%
1,318,881
-101,186
43
$3.35M 0.66%
108,007
-40,412
44
$3.33M 0.66%
60,717
-27,133
45
$3.33M 0.66%
736,181
-56,884
46
$3.33M 0.66%
19,754
-1,552
47
$3.22M 0.63%
191,766
-88,106
48
$3.21M 0.63%
389,422
-26,964
49
$3.15M 0.62%
248,518
-100,514
50
$3.11M 0.61%
112,934
-62,815
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