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
+$88.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.92M
3
+$3.53M
4
ASPN icon
Aspen Aerogels
ASPN
+$3.36M
5
LTHM
Livent Corporation
LTHM
+$2.78M

Top Sells

1
+$14.1M
2
+$5.81M
3
+$5.3M
4
TSLA icon
Tesla
TSLA
+$5.05M
5
NFLX icon
Netflix
NFLX
+$4.67M

Sector Composition

1 Technology 23.68%
2 Healthcare 18.86%
3 Industrials 14.97%
4 Consumer Discretionary 12.74%
5 Materials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.27M 0.47%
13,824
-663
52
$3.24M 0.46%
12,866
+5,303
53
$3.22M 0.46%
37,506
-975
54
$3.22M 0.46%
244,019
+7,279
55
$3.17M 0.45%
534,239
+14,886
56
$3.16M 0.45%
223,339
+5,607
57
$3.13M 0.45%
421,887
+12,528
58
$3.1M 0.44%
80,957
+2,052
59
$3.08M 0.44%
15,400
-2,165
60
$3.07M 0.44%
43,000
-4,342
61
$3.04M 0.43%
484,984
+15,069
62
$2.91M 0.42%
29,283
+19,218
63
$2.79M 0.4%
256,271
-133,557
64
$2.79M 0.4%
28,977
-6,501
65
$2.78M 0.4%
+310,105
66
$2.74M 0.39%
144,464
+12,282
67
$2.7M 0.39%
230,279
-75,345
68
$2.69M 0.39%
189,728
+6,282
69
$2.68M 0.38%
26,770
-2,233
70
$2.65M 0.38%
16,855
-202
71
$2.65M 0.38%
81,582
+2,726
72
$2.62M 0.38%
181,107
+5,726
73
$2.6M 0.37%
183,942
-57,692
74
$2.52M 0.36%
59,656
-5,713
75
$2.51M 0.36%
100,000
+32,898
1 2
3
4 5