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
$613M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$5.29M
3
+$5.04M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$4.44M
5
NEE icon
NextEra Energy
NEE
+$4.25M

Top Sells

1
+$7.47M
2
+$5.56M
3
+$5.02M
4
STRL icon
Sterling Infrastructure
STRL
+$5.01M
5
NEWR
New Relic, Inc.
NEWR
+$4.42M

Sector Composition

1 Technology 26.57%
2 Industrials 26.28%
3 Healthcare 14.79%
4 Consumer Discretionary 6.2%
5 Energy 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.67M 0.44%
435,871
-2,978
77
$2.66M 0.43%
27,026
-903
78
$2.66M 0.43%
41,667
-278
79
$2.65M 0.43%
347,437
-7,063
80
$2.58M 0.42%
+261,857
81
$2.58M 0.42%
+324,096
82
$2.57M 0.42%
356,306
+112,948
83
$2.55M 0.42%
73,823
-991
84
$2.53M 0.41%
833,752
-16,943
85
$2.52M 0.41%
137,991
-3,037
86
$2.51M 0.41%
274,804
-3,574
87
$2.5M 0.41%
41,988
-642
88
$2.33M 0.38%
1,137,973
+284,960
89
$2.32M 0.38%
52,907
-372
90
$2.24M 0.37%
+434,286
91
$2.22M 0.36%
379,200
-7,723
92
$2.22M 0.36%
527,133
-10,541
93
$2.17M 0.35%
+334,495
94
$2.14M 0.35%
177,337
-2,351
95
$2.12M 0.35%
289,756
-78,927
96
$2.12M 0.35%
305,280
+20,788
97
$2.08M 0.34%
52,452
-386
98
$2.07M 0.34%
62,034
+28,033
99
$2.07M 0.34%
1,309,108
-25,826
100
$2.05M 0.33%
+88,266
2 3
4
5 6