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
$660M
AUM Growth
+$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$7.52M
3
+$6.71M
4
META icon
Meta Platforms (Facebook)
META
+$6.67M
5
GE icon
GE Aerospace
GE
+$3.94M

Top Sells

1
+$12.5M
2
+$8.65M
3
+$6.17M
4
XONE
The ExOne Company
XONE
+$5.91M
5
AAPL icon
Apple
AAPL
+$5.59M

Sector Composition

1 Technology 17.08%
2 Healthcare 14.93%
3 Industrials 13.75%
4 Financials 11.56%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.83M 0.28%
24,170
102
$1.82M 0.28%
+20,343
103
$1.8M 0.27%
87,725
-30,721
104
$1.79M 0.27%
45,500
105
$1.77M 0.27%
27,924
-857
106
$1.76M 0.27%
256,097
-22,758
107
$1.74M 0.26%
27,855
-40
108
$1.7M 0.26%
72,292
-234,031
109
$1.69M 0.26%
91,141
-2,932
110
$1.69M 0.26%
36,705
+4,080
111
$1.68M 0.25%
132,009
-28,017
112
$1.66M 0.25%
+36,629
113
$1.65M 0.25%
+187,500
114
$1.65M 0.25%
+72,233
115
$1.64M 0.25%
11,227
+248
116
$1.64M 0.25%
34,463
117
$1.58M 0.24%
+47,564
118
$1.57M 0.24%
253,768
-7,672
119
$1.55M 0.24%
15,577
-716
120
$1.54M 0.23%
+12,250
121
$1.52M 0.23%
+23,753
122
$1.52M 0.23%
209,406
-28,577
123
$1.51M 0.23%
13,235
+4,315
124
$1.5M 0.23%
38,602
+1,004
125
$1.48M 0.22%
9,167
+7,882
3 4
5
6 7