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
$715M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$5.39M
3
+$4.84M
4
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$4.69M
5
DIS icon
Walt Disney
DIS
+$4.6M

Top Sells

1
+$10.9M
2
+$8.6M
3
+$8.19M
4
AMGN icon
Amgen
AMGN
+$7.33M
5
NXPI icon
NXP Semiconductors
NXPI
+$6.75M

Sector Composition

1 Technology 26.61%
2 Healthcare 20.8%
3 Industrials 10.45%
4 Communication Services 9.35%
5 Financials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.61M 0.23%
200,950
-1,364
102
$1.56M 0.22%
85,224
+19,545
103
$1.54M 0.22%
46,908
+161
104
$1.54M 0.22%
36,470
-21
105
$1.52M 0.21%
24,422
106
$1.49M 0.21%
81,344
-472
107
$1.48M 0.21%
26,432
+89
108
$1.46M 0.2%
6,452
+2,727
109
$1.45M 0.2%
114,581
-452
110
$1.45M 0.2%
28,269
-1,172
111
$1.42M 0.2%
60,783
+213
112
$1.42M 0.2%
62,426
-34,274
113
$1.41M 0.2%
+15,198
114
$1.4M 0.2%
21,865
-4,387
115
$1.37M 0.19%
18,214
-73
116
$1.36M 0.19%
26,913
117
$1.36M 0.19%
40,119
-167
118
$1.36M 0.19%
86,331
-22,527
119
$1.3M 0.18%
32,118
-177
120
$1.3M 0.18%
+21,971
121
$1.28M 0.18%
124,220
122
$1.24M 0.17%
33,208
+20
123
$1.24M 0.17%
+70,428
124
$1.24M 0.17%
10,301
+7,976
125
$1.22M 0.17%
29,949
+17
3 4
5
6 7