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
$494M
AUM Growth
-$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.92M
3
+$4.81M
4
ZM icon
Zoom
ZM
+$3.82M
5
V icon
Visa
V
+$3.31M

Top Sells

1
+$13.6M
2
+$9.91M
3
+$7.37M
4
JPM icon
JPMorgan Chase
JPM
+$7.33M
5
DIS icon
Walt Disney
DIS
+$6.22M

Sector Composition

1 Technology 26.82%
2 Healthcare 21.24%
3 Consumer Discretionary 12.21%
4 Industrials 11.58%
5 Financials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.82M 0.37%
50,592
-65,697
77
$1.82M 0.37%
45,135
-2,025
78
$1.81M 0.37%
180,277
+53,696
79
$1.81M 0.37%
+31,357
80
$1.8M 0.36%
17,925
-3,094
81
$1.78M 0.36%
165,919
-47,138
82
$1.78M 0.36%
136,667
-35,594
83
$1.77M 0.36%
30,610
+7,243
84
$1.76M 0.36%
105,174
-5,589
85
$1.75M 0.36%
49,022
-33,810
86
$1.74M 0.35%
449,065
-23,339
87
$1.7M 0.34%
31,614
-1,806
88
$1.68M 0.34%
126,267
-37,688
89
$1.67M 0.34%
99,436
90
$1.66M 0.34%
5,484
-8,720
91
$1.66M 0.34%
52,099
-3,588
92
$1.6M 0.32%
472,104
-90,515
93
$1.58M 0.32%
127,916
-281,109
94
$1.57M 0.32%
243,741
-114,496
95
$1.55M 0.31%
85,656
-86,384
96
$1.55M 0.31%
+194,317
97
$1.55M 0.31%
82,391
-2,670
98
$1.5M 0.3%
202,052
-10,957
99
$1.5M 0.3%
105,930
-5,475
100
$1.5M 0.3%
17,307
-1,094
2 3
4
5 6