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
$699M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.92M
3
+$3.65M
4
KRNT icon
Kornit Digital
KRNT
+$2.94M
5
BABA icon
Alibaba
BABA
+$2.88M

Top Sells

1
+$4.78M
2
+$4.31M
3
+$4.22M
4
APA icon
APA Corp
APA
+$4.01M
5
B
Barrick Mining
B
+$3.79M

Sector Composition

1 Technology 24.88%
2 Healthcare 16.14%
3 Industrials 15.57%
4 Consumer Discretionary 11.23%
5 Financials 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.62M 0.37%
311,799
+132,238
77
$2.6M 0.37%
169,898
+33,169
78
$2.59M 0.37%
74,260
+5,285
79
$2.59M 0.37%
29,898
-2,096
80
$2.58M 0.37%
47,966
+24,066
81
$2.55M 0.37%
19,683
+4,110
82
$2.53M 0.36%
70,193
-1,208
83
$2.52M 0.36%
31,660
+787
84
$2.51M 0.36%
93,886
+67,432
85
$2.49M 0.36%
300,762
-1,779
86
$2.47M 0.35%
179,828
+38,173
87
$2.46M 0.35%
75,809
+22,266
88
$2.44M 0.35%
76,107
+16,091
89
$2.43M 0.35%
382,411
+103,902
90
$2.38M 0.34%
104,140
+43,940
91
$2.38M 0.34%
141,197
+30,637
92
$2.37M 0.34%
30,377
-868
93
$2.35M 0.34%
117,849
+21,206
94
$2.35M 0.34%
97,668
+22,803
95
$2.32M 0.33%
60,842
+14,159
96
$2.32M 0.33%
81,561
-3,906
97
$2.32M 0.33%
+101,780
98
$2.31M 0.33%
53,669
-1,645
99
$2.3M 0.33%
69,008
-800
100
$2.28M 0.33%
205,771
+54,920
2 3
4
5 6