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
$699M
AUM Growth
+$88.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1 +$4.03M
2 +$3.92M
3 +$3.53M
4
ASPN icon
Aspen Aerogels
ASPN
+$3.36M
5
LTHM
Livent Corporation
LTHM
+$2.78M

Top Sells

1 +$14.1M
2 +$5.81M
3 +$5.3M
4
TSLA icon
Tesla
TSLA
+$5.05M
5
NFLX icon
Netflix
NFLX
+$4.67M

Sector Composition

1 Technology 23.68%
2 Healthcare 18.86%
3 Industrials 14.97%
4 Consumer Discretionary 12.74%
5 Materials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
-31,660
502
-7,500
503
-255,530
504
-1,221
505
-60,829
506
-141,908
507
-201,053
508
-1,000
509
-79,684
510
-16,706
511
$0 ﹤0.01%
184
512
-12,544
513
-40,828
514
-12,011
515
-231,333