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
$535M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$5.96M
2
+$5.87M
3
+$4.71M
4
AGX icon
Argan
AGX
+$4.15M
5
EVER icon
EverQuote
EVER
+$3.88M

Top Sells

1
+$7.01M
2
+$5.05M
3
+$4.54M
4
ICHR icon
Ichor Holdings
ICHR
+$4.04M
5
KRUS icon
Kura Sushi USA
KRUS
+$3.31M

Sector Composition

1 Industrials 30.22%
2 Technology 24.08%
3 Healthcare 20.66%
4 Financials 5.77%
5 Consumer Discretionary 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.35M 0.63%
387,814
+49,321
52
$3.32M 0.62%
33,455
-2,371
53
$3.31M 0.62%
5,042
-1,655
54
$3.31M 0.62%
230,879
+29,539
55
$3.27M 0.61%
255,348
+35,867
56
$3.27M 0.61%
148,109
+19,082
57
$3.27M 0.61%
312,651
+41,683
58
$3.25M 0.61%
244,688
-11,679
59
$3.2M 0.6%
48,947
-4,113
60
$3.19M 0.6%
294,442
+39,631
61
$3.12M 0.58%
1,247,764
+167,320
62
$3.09M 0.58%
16,567
63
$3.04M 0.57%
346,602
+44,056
64
$3.03M 0.57%
80,166
+10,590
65
$3.03M 0.57%
442,509
+66,309
66
$3.02M 0.56%
872,483
+124,769
67
$2.98M 0.56%
120,890
+34,808
68
$2.97M 0.55%
388,350
+48,898
69
$2.95M 0.55%
908,097
+118,151
70
$2.81M 0.53%
+335,903
71
$2.79M 0.52%
+214,284
72
$2.77M 0.52%
+161,486
73
$2.72M 0.51%
118,721
+30,528
74
$2.69M 0.5%
57,442
-3,609
75
$2.66M 0.5%
+268,000
1 2
3
4 5