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
$535M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$5.96M
2
+$5.87M
3
+$4.71M
4
AGX icon
Argan
AGX
+$4.15M
5
EVER icon
EverQuote
EVER
+$3.88M

Top Sells

1
+$7.01M
2
+$5.05M
3
+$4.54M
4
ICHR icon
Ichor Holdings
ICHR
+$4.04M
5
KRUS icon
Kura Sushi USA
KRUS
+$3.31M

Sector Composition

1 Industrials 30.22%
2 Technology 24.08%
3 Healthcare 20.66%
4 Financials 5.77%
5 Consumer Discretionary 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.25M 0.98%
442,249
+21,889
27
$5.18M 0.97%
43,273
+5,838
28
$5.02M 0.94%
265,866
-24,735
29
$4.93M 0.92%
80,764
+20,648
30
$4.79M 0.9%
69,896
-9,024
31
$4.78M 0.89%
36,174
-2,539
32
$4.71M 0.88%
419,191
+15,505
33
$4.71M 0.88%
+87,219
34
$4.63M 0.87%
10,238
-1,179
35
$4.59M 0.86%
849,492
+20,635
36
$4.48M 0.84%
155,223
+19,887
37
$4.47M 0.84%
100,347
+12,488
38
$4.42M 0.83%
305,286
+39,712
39
$4.15M 0.78%
+56,791
40
$3.98M 0.75%
209,695
+3,145
41
$3.95M 0.74%
20,527
-2,033
42
$3.88M 0.73%
+186,075
43
$3.86M 0.72%
299,132
+35,559
44
$3.8M 0.71%
23,299
+3,254
45
$3.76M 0.7%
350,498
+90,998
46
$3.73M 0.7%
199,799
+27,059
47
$3.67M 0.69%
31,919
-3,886
48
$3.56M 0.67%
1,547,721
+208,227
49
$3.39M 0.63%
112,333
-5,522
50
$3.37M 0.63%
52,711
+13,185
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