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
$873M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.07M
3
+$2.85M
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$2.78M
5
CHGG icon
Chegg
CHGG
+$2.41M

Top Sells

1
+$5.09M
2
+$3.11M
3
+$2.98M
4
BA icon
Boeing
BA
+$2.75M
5
STLD icon
Steel Dynamics
STLD
+$2.65M

Sector Composition

1 Technology 25.05%
2 Industrials 17.48%
3 Healthcare 14.14%
4 Consumer Discretionary 11.31%
5 Financials 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.52M 0.52%
51,831
+16,603
52
$4.47M 0.51%
187,365
+76,370
53
$4.3M 0.49%
175,131
+50,906
54
$4.15M 0.47%
23,510
+1,838
55
$4.1M 0.47%
16,139
+3,830
56
$4.07M 0.47%
6,444
57
$4.07M 0.47%
86,098
+5,881
58
$4.06M 0.46%
736,468
+226,789
59
$4.02M 0.46%
9,134
-52
60
$3.94M 0.45%
91,935
-3,939
61
$3.9M 0.45%
127,039
+78,366
62
$3.9M 0.45%
221,186
+64,271
63
$3.87M 0.44%
84,055
-1,572
64
$3.85M 0.44%
44,911
-544
65
$3.84M 0.44%
47,552
+3,694
66
$3.75M 0.43%
12,815
+12,773
67
$3.71M 0.43%
66,366
+25,256
68
$3.63M 0.42%
17,491
-167
69
$3.6M 0.41%
40,598
-6,865
70
$3.49M 0.4%
83,260
-24,946
71
$3.46M 0.4%
126,025
+11,925
72
$3.45M 0.4%
32,377
+12,344
73
$3.44M 0.39%
860,310
-76,040
74
$3.44M 0.39%
219,005
+5,102
75
$3.42M 0.39%
15,570
-1,060
1 2
3
4 5