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
$584M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$6.19M
3
+$4.88M
4
LUV icon
Southwest Airlines
LUV
+$4.53M
5
AAPL icon
Apple
AAPL
+$4.33M

Top Sells

1
+$13.5M
2
+$8.85M
3
+$6.73M
4
META icon
Meta Platforms (Facebook)
META
+$5.72M
5
SUNE
SUNEDISON, INC COM
SUNE
+$5.52M

Sector Composition

1 Technology 28.16%
2 Healthcare 17.69%
3 Industrials 10.92%
4 Consumer Discretionary 9.93%
5 Materials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.58M 0.44%
37,677
-64
52
$2.56M 0.44%
86,584
-2,550
53
$2.54M 0.43%
32,877
+10,137
54
$2.52M 0.43%
34,723
-30,146
55
$2.49M 0.43%
33,129
-2,397
56
$2.43M 0.42%
40,949
+14,500
57
$2.43M 0.42%
119,047
+14,853
58
$2.43M 0.42%
23,022
59
$2.42M 0.41%
26,600
-2,391
60
$2.34M 0.4%
11,413
+4,762
61
$2.21M 0.38%
31,278
-971
62
$2.17M 0.37%
40,205
-1,372
63
$2.17M 0.37%
100,404
64
$2.12M 0.36%
48,677
+25,526
65
$2.1M 0.36%
25,453
-813
66
$2.07M 0.35%
554,948
-5,265
67
$2.06M 0.35%
16,023
-868
68
$2.06M 0.35%
380,511
+143,762
69
$2.04M 0.35%
104,522
-3,166
70
$2M 0.34%
19,831
+1,500
71
$1.97M 0.34%
12,522
-141
72
$1.96M 0.34%
18,114
-578
73
$1.95M 0.33%
101,486
+991
74
$1.9M 0.33%
31,324
75
$1.9M 0.33%
35,000
1 2
3
4 5