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
$699M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.92M
3
+$3.65M
4
KRNT icon
Kornit Digital
KRNT
+$2.94M
5
BABA icon
Alibaba
BABA
+$2.88M

Top Sells

1
+$4.78M
2
+$4.31M
3
+$4.22M
4
APA icon
APA Corp
APA
+$4.01M
5
B
Barrick Mining
B
+$3.79M

Sector Composition

1 Technology 24.88%
2 Healthcare 16.14%
3 Industrials 15.57%
4 Consumer Discretionary 11.23%
5 Financials 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.27M 0.47%
350,236
+37,460
52
$3.19M 0.46%
378,093
-10,554
53
$3.15M 0.45%
231,166
+182,428
54
$3.11M 0.45%
117,724
+25,539
55
$3.04M 0.44%
125,440
56
$3.04M 0.44%
52,154
-1,405
57
$3.03M 0.43%
48,713
-2,068
58
$3.03M 0.43%
20,579
+7,044
59
$2.9M 0.42%
46,697
-23,337
60
$2.89M 0.41%
51,024
61
$2.89M 0.41%
181,726
-238,047
62
$2.89M 0.41%
83,575
-766
63
$2.87M 0.41%
88,436
+23,348
64
$2.84M 0.41%
88,098
+15,674
65
$2.81M 0.4%
57,731
-2,567
66
$2.81M 0.4%
35,730
67
$2.79M 0.4%
18,017
68
$2.77M 0.4%
50,573
69
$2.76M 0.39%
+68,678
70
$2.72M 0.39%
266,503
+57,622
71
$2.7M 0.39%
96,472
-3,608
72
$2.69M 0.39%
202,623
+60,034
73
$2.67M 0.38%
50,483
-3,406
74
$2.65M 0.38%
18,262
-29
75
$2.63M 0.38%
52,308
+27,108
1 2
3
4 5