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
$660M
AUM Growth
+$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$7.52M
3
+$6.71M
4
META icon
Meta Platforms (Facebook)
META
+$6.67M
5
GE icon
GE Aerospace
GE
+$3.94M

Top Sells

1
+$12.5M
2
+$8.65M
3
+$6.17M
4
XONE
The ExOne Company
XONE
+$5.91M
5
AAPL icon
Apple
AAPL
+$5.59M

Sector Composition

1 Technology 17.08%
2 Healthcare 14.93%
3 Industrials 13.75%
4 Financials 11.56%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.48M 0.38%
60,934
-15,480
77
$2.47M 0.37%
32,548
+281
78
$2.45M 0.37%
95,879
-991
79
$2.37M 0.36%
62,427
+13,110
80
$2.35M 0.36%
+79,152
81
$2.33M 0.35%
162,072
-2,105
82
$2.3M 0.35%
34,554
+25,290
83
$2.23M 0.34%
+42,976
84
$2.21M 0.33%
25,478
-14
85
$2.2M 0.33%
+75,460
86
$2.19M 0.33%
+96,807
87
$2.16M 0.33%
49,500
+281
88
$2.15M 0.33%
29,767
+15,278
89
$2.14M 0.32%
+48,230
90
$2.13M 0.32%
132,698
+39,037
91
$2.08M 0.32%
42,930
-23,254
92
$2.08M 0.32%
+35,674
93
$2.07M 0.31%
+42,196
94
$2.04M 0.31%
34,431
+554
95
$2M 0.3%
+78,388
96
$1.97M 0.3%
47,655
-27,040
97
$1.96M 0.3%
119,845
-5,441
98
$1.94M 0.29%
47,361
+1,252
99
$1.89M 0.29%
129,543
-5,901
100
$1.85M 0.28%
39,750
+713
2 3
4
5 6