EIM

Essex Investment Management Portfolio holdings

AUM $550M
1-Year Est. Return 61.92%
This Quarter Est. Return
1 Year Est. Return
+61.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$813M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$5.9M
3
+$5.37M
4
DDOG icon
Datadog
DDOG
+$4.39M
5
DKNG icon
DraftKings
DKNG
+$4.38M

Top Sells

1
+$6.89M
2
+$5.37M
3
+$3.89M
4
BYND icon
Beyond Meat
BYND
+$3.7M
5
NXPI icon
NXP Semiconductors
NXPI
+$3.44M

Sector Composition

1 Technology 20.67%
2 Healthcare 16.79%
3 Industrials 13.63%
4 Consumer Discretionary 9.87%
5 Financials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.99M 0.37%
+175,152
77
$2.97M 0.37%
85,061
+2,745
78
$2.93M 0.36%
100,113
+65,000
79
$2.93M 0.36%
98,508
+2,331
80
$2.86M 0.35%
110,763
+5,204
81
$2.84M 0.35%
546,854
+24,826
82
$2.82M 0.35%
51,756
+14,830
83
$2.82M 0.35%
171,086
+8,058
84
$2.75M 0.34%
150,303
-62,792
85
$2.75M 0.34%
81,722
-10,442
86
$2.75M 0.34%
213,057
+90,415
87
$2.74M 0.34%
342,331
+50,000
88
$2.72M 0.34%
44,599
89
$2.72M 0.33%
+27,059
90
$2.69M 0.33%
101,834
+21,865
91
$2.66M 0.33%
192,335
+35,125
92
$2.65M 0.33%
+77,158
93
$2.63M 0.32%
472,404
+22,159
94
$2.63M 0.32%
57,531
+23,739
95
$2.61M 0.32%
114,096
+4,488
96
$2.58M 0.32%
+153,350
97
$2.53M 0.31%
20,000
+10,665
98
$2.49M 0.31%
98,118
+3,507
99
$2.49M 0.31%
219,842
+387
100
$2.44M 0.3%
344,990
+16,196
2 3
4
5 6