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
$715M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$5.39M
3
+$4.84M
4
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$4.69M
5
DIS icon
Walt Disney
DIS
+$4.6M

Top Sells

1
+$10.9M
2
+$8.6M
3
+$8.19M
4
AMGN icon
Amgen
AMGN
+$7.33M
5
NXPI icon
NXP Semiconductors
NXPI
+$6.75M

Sector Composition

1 Technology 26.61%
2 Healthcare 20.8%
3 Industrials 10.45%
4 Communication Services 9.35%
5 Financials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.51M 0.35%
35,040
+15
77
$2.51M 0.35%
199,755
-1,184
78
$2.47M 0.35%
+225,566
79
$2.43M 0.34%
59,873
+12,038
80
$2.4M 0.34%
+154,540
81
$2.3M 0.32%
30
-4
82
$2.29M 0.32%
32,954
-120
83
$2.27M 0.32%
27,703
-295
84
$2.24M 0.31%
87,753
+80,112
85
$2.24M 0.31%
109,110
+3,321
86
$2.19M 0.31%
88,737
-4,740
87
$2.08M 0.29%
17,628
+5,600
88
$2.07M 0.29%
42,614
-165
89
$1.98M 0.28%
51,549
+19
90
$1.95M 0.27%
19,343
-63
91
$1.93M 0.27%
191,220
+140,220
92
$1.9M 0.27%
54,719
+7,988
93
$1.89M 0.26%
21,428
+10,957
94
$1.86M 0.26%
43,092
-2,364
95
$1.86M 0.26%
39,734
96
$1.83M 0.26%
101,096
+35,326
97
$1.77M 0.25%
12,014
98
$1.76M 0.25%
31,324
99
$1.73M 0.24%
72,565
+41
100
$1.68M 0.23%
18,106
+5,034
2 3
4
5 6