EIM
Essex Investment Management Portfolio holdings
AUM
$550M
This Quarter Return
+15.09%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$813M
AUM Growth
+$813M
(+17%)
Cap. Flow
+$63.1M
Cap. Flow
% of AUM
7.76%
Top 10 Holdings %
Top 10 Hldgs %
16.94%
Holding
540
New
72
Increased
186
Reduced
84
Closed
65
Top Buys
| 1 |
Apple
AAPL
|
$9.4M |
| 2 |
Biogen
BIIB
|
$5.9M |
| 3 |
VSLR
VIVINT SOLAR, INC.
VSLR
|
$5.37M |
| 4 |
Datadog
DDOG
|
$4.39M |
| 5 |
DraftKings
DKNG
|
$4.38M |
Top Sells
| 1 |
Home Depot
HD
|
$6.89M |
| 2 |
Okta
OKTA
|
$5.37M |
| 3 |
MongoDB
MDB
|
$3.89M |
| 4 |
Beyond Meat
BYND
|
$3.7M |
| 5 |
NXP Semiconductors
NXPI
|
$3.44M |
Sector Composition
| 1 | Technology | 20.67% |
| 2 | Healthcare | 16.79% |
| 3 | Industrials | 13.63% |
| 4 | Consumer Discretionary | 9.87% |
| 5 | Financials | 9.59% |