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
$660M
AUM Growth
+$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$7.52M
3
+$6.71M
4
META icon
Meta Platforms (Facebook)
META
+$6.67M
5
GE icon
GE Aerospace
GE
+$3.94M

Top Sells

1
+$12.5M
2
+$8.65M
3
+$6.17M
4
XONE
The ExOne Company
XONE
+$5.91M
5
AAPL icon
Apple
AAPL
+$5.59M

Sector Composition

1 Technology 17.08%
2 Healthcare 14.93%
3 Industrials 13.75%
4 Financials 11.56%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.56M 0.54%
42,601
52
$3.55M 0.54%
66,156
+7,180
53
$3.51M 0.53%
112,823
+1,218
54
$3.49M 0.53%
40,976
+8,146
55
$3.46M 0.53%
208,924
-104,578
56
$3.36M 0.51%
46,084
-764
57
$3.36M 0.51%
90,336
+28,905
58
$3.35M 0.51%
+91,338
59
$3.34M 0.51%
104,535
+11,355
60
$3.22M 0.49%
107,326
+91,662
61
$3.22M 0.49%
36,044
62
$3.18M 0.48%
115,478
-6,685
63
$3.15M 0.48%
25,905
+2,692
64
$3.1M 0.47%
+202,464
65
$3.06M 0.46%
131,810
+1,944
66
$3.01M 0.46%
222,450
-18,624
67
$2.91M 0.44%
145,217
-5,567
68
$2.86M 0.43%
48,043
-534
69
$2.81M 0.43%
+41,427
70
$2.79M 0.42%
8,557
-783
71
$2.68M 0.41%
+51,851
72
$2.66M 0.4%
112,717
-78,773
73
$2.61M 0.4%
137,889
-660,980
74
$2.61M 0.4%
68,964
-14,241
75
$2.48M 0.38%
68,253
+27,886
1 2
3
4 5