EIM

Essex Investment Management Portfolio holdings

AUM $550M
1-Year Est. Return 61.92%
This Quarter Est. Return
1 Year Est. Return
+61.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$813M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$5.9M
3
+$5.37M
4
DDOG icon
Datadog
DDOG
+$4.39M
5
DKNG icon
DraftKings
DKNG
+$4.38M

Top Sells

1
+$6.89M
2
+$5.37M
3
+$3.89M
4
BYND icon
Beyond Meat
BYND
+$3.7M
5
NXPI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.78M 0.46%
254,919
+1,552
52
$3.77M 0.46%
15,000
+10,500
53
$3.75M 0.46%
+10,000
54
$3.73M 0.46%
44,610
-379
55
$3.72M 0.46%
66,430
+60,717
56
$3.7M 0.45%
132,429
-81,623
57
$3.64M 0.45%
106,138
+62,069
58
$3.6M 0.44%
72,284
+48,027
59
$3.54M 0.43%
361,242
+38,310
60
$3.45M 0.42%
450,040
+21,190
61
$3.45M 0.42%
726,946
+26,025
62
$3.44M 0.42%
40,827
+1,500
63
$3.44M 0.42%
22,992
+8,338
64
$3.43M 0.42%
211,782
+9,943
65
$3.39M 0.42%
437,258
+20,567
66
$3.33M 0.41%
179,261
+297
67
$3.31M 0.41%
284,179
+35,611
68
$3.2M 0.39%
37,827
+30,074
69
$3.17M 0.39%
562,619
-10,829
70
$3.17M 0.39%
40,546
-84
71
$3.14M 0.39%
82,832
+2,939
72
$3.11M 0.38%
55,572
+403
73
$3.09M 0.38%
403,656
+13,293
74
$3.02M 0.37%
168,027
+5,589
75
$3.01M 0.37%
31,594
1 2
3
4 5