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
$494M
AUM Growth
-$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.92M
3
+$4.81M
4
ZM icon
Zoom
ZM
+$3.82M
5
V icon
Visa
V
+$3.31M

Top Sells

1
+$13.6M
2
+$9.91M
3
+$7.37M
4
JPM icon
JPMorgan Chase
JPM
+$7.33M
5
DIS icon
Walt Disney
DIS
+$6.22M

Sector Composition

1 Technology 26.82%
2 Healthcare 21.24%
3 Consumer Discretionary 12.21%
4 Industrials 11.58%
5 Financials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.48M 0.5%
44,429
-4,696
52
$2.47M 0.5%
87,787
-140,672
53
$2.38M 0.48%
52,669
-47,631
54
$2.36M 0.48%
244,702
-98,789
55
$2.33M 0.47%
379,980
-57,278
56
$2.33M 0.47%
109,788
-15,212
57
$2.32M 0.47%
68,263
+16,507
58
$2.25M 0.45%
81,595
-16,913
59
$2.18M 0.44%
427,348
-22,692
60
$2.18M 0.44%
51,371
-32,077
61
$2.17M 0.44%
33,741
-1,785
62
$2.17M 0.44%
93,955
-6,158
63
$2.15M 0.44%
+57,449
64
$2.15M 0.43%
539,607
-187,339
65
$2.1M 0.43%
70,423
-11,299
66
$2.1M 0.42%
22,894
-1,267
67
$2.02M 0.41%
+10,601
68
$2.02M 0.41%
20,000
69
$1.98M 0.4%
66,882
+32,500
70
$1.97M 0.4%
46,789
+21,789
71
$1.94M 0.39%
109,076
-5,020
72
$1.9M 0.39%
309,298
-16,193
73
$1.86M 0.38%
16,953
-2,313
74
$1.85M 0.37%
70,441
-6,717
75
$1.82M 0.37%
521,518
-25,336
1 2
3
4 5