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
$613M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$5.29M
3
+$5.04M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$4.44M
5
NEE icon
NextEra Energy
NEE
+$4.25M

Top Sells

1
+$7.47M
2
+$5.56M
3
+$5.02M
4
STRL icon
Sterling Infrastructure
STRL
+$5.01M
5
NEWR
New Relic, Inc.
NEWR
+$4.42M

Sector Composition

1 Technology 26.57%
2 Industrials 26.28%
3 Healthcare 14.79%
4 Consumer Discretionary 6.2%
5 Energy 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.6M 0.59%
327,507
+11,698
52
$3.51M 0.57%
416,386
-8,217
53
$3.49M 0.57%
218,634
-2,928
54
$3.42M 0.56%
206,273
-1,409
55
$3.38M 0.55%
91,376
-7,458
56
$3.35M 0.55%
24,305
+2,566
57
$3.28M 0.53%
197,329
-3,106
58
$3.24M 0.53%
961,383
-511,984
59
$3.23M 0.53%
185,853
-2,445
60
$3.21M 0.52%
27,792
-2,760
61
$3.06M 0.5%
21,306
-288
62
$3.03M 0.5%
503,939
+359,401
63
$3.02M 0.49%
10,645
+72
64
$2.94M 0.48%
+284,987
65
$2.93M 0.48%
143,527
-1,932
66
$2.89M 0.47%
92,887
-1,836
67
$2.87M 0.47%
279,642
-3,751
68
$2.81M 0.46%
26,417
+3,116
69
$2.77M 0.45%
1,420,067
+151,218
70
$2.76M 0.45%
16,655
-846
71
$2.75M 0.45%
41,532
-20,845
72
$2.74M 0.45%
+138,999
73
$2.71M 0.44%
15,921
-8,639
74
$2.67M 0.44%
14,293
-4,608
75
$2.67M 0.44%
24,303
-166
1 2
3
4 5