EIM

Essex Investment Management Portfolio holdings

AUM $550M
1-Year Est. Return 61.92%
This Quarter Est. Return
1 Year Est. Return
+61.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$494M
AUM Growth
-$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1 +$6.44M
2 +$5.92M
3 +$4.81M
4
ZM icon
Zoom
ZM
+$3.82M
5
V icon
Visa
V
+$3.31M

Top Sells

1 +$13.6M
2 +$9.91M
3 +$7.37M
4
JPM icon
JPMorgan Chase
JPM
+$7.33M
5
DIS icon
Walt Disney
DIS
+$6.22M

Sector Composition

1 Technology 26.82%
2 Healthcare 21.24%
3 Consumer Discretionary 12.21%
4 Industrials 11.58%
5 Financials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
-120,756
502
-43,659
503
-61,773
504
-402
505
-50
506
-15,000
507
-78,000