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
$715M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$5.39M
3
+$4.84M
4
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$4.69M
5
DIS icon
Walt Disney
DIS
+$4.6M

Top Sells

1
+$10.9M
2
+$8.6M
3
+$8.19M
4
AMGN icon
Amgen
AMGN
+$7.33M
5
NXPI icon
NXP Semiconductors
NXPI
+$6.75M

Sector Composition

1 Technology 26.61%
2 Healthcare 20.8%
3 Industrials 10.45%
4 Communication Services 9.35%
5 Financials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.25M 0.59%
89,736
-2,740
52
$3.95M 0.55%
37,638
+26,148
53
$3.78M 0.53%
124,062
-46,080
54
$3.77M 0.53%
+49,825
55
$3.77M 0.53%
53,396
+11,367
56
$3.74M 0.52%
75,398
+346
57
$3.71M 0.52%
99,541
-3,330
58
$3.7M 0.52%
82,563
+3,531
59
$3.67M 0.51%
40,314
-9,668
60
$3.55M 0.5%
67,277
+29,031
61
$3.54M 0.5%
59,832
+24
62
$3.49M 0.49%
30,727
-1,084
63
$3.47M 0.49%
63,286
-2,131
64
$3.43M 0.48%
+44,303
65
$3.34M 0.47%
162,806
+26,648
66
$3.21M 0.45%
7,112
+761
67
$3.17M 0.44%
38,041
-98,329
68
$3.08M 0.43%
+26,756
69
$3M 0.42%
+36,236
70
$2.98M 0.42%
104,387
-2,684
71
$2.91M 0.41%
42,626
72
$2.9M 0.41%
62,669
+9,834
73
$2.85M 0.4%
202,018
-8,721
74
$2.84M 0.4%
22,360
+94
75
$2.75M 0.39%
+37,761
1 2
3
4 5