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
$699M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.92M
3
+$3.65M
4
KRNT icon
Kornit Digital
KRNT
+$2.94M
5
BABA icon
Alibaba
BABA
+$2.88M

Top Sells

1
+$4.78M
2
+$4.31M
3
+$4.22M
4
APA icon
APA Corp
APA
+$4.01M
5
B
Barrick Mining
B
+$3.79M

Sector Composition

1 Technology 24.88%
2 Healthcare 16.14%
3 Industrials 15.57%
4 Consumer Discretionary 11.23%
5 Financials 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.23M 0.32%
91,725
+17,167
102
$2.22M 0.32%
185,099
+63,815
103
$2.22M 0.32%
29,901
-361
104
$2.2M 0.31%
120,133
+27,606
105
$2.18M 0.31%
55,475
+12,408
106
$2.17M 0.31%
24,887
-97
107
$2.16M 0.31%
27,361
+5,367
108
$2.13M 0.3%
+7,776
109
$2.13M 0.3%
75,675
-3,258
110
$2.12M 0.3%
46,754
+10,127
111
$2.1M 0.3%
27,878
-960
112
$2.04M 0.29%
+56,151
113
$2.04M 0.29%
159,341
+36,480
114
$2.04M 0.29%
+51,886
115
$2.02M 0.29%
11,967
+612
116
$2.01M 0.29%
35,072
-1,204
117
$1.99M 0.28%
40,242
+9,234
118
$1.98M 0.28%
13,060
-8,232
119
$1.94M 0.28%
128,822
+5,775
120
$1.93M 0.28%
24,901
-980
121
$1.93M 0.28%
147,594
+48,258
122
$1.92M 0.28%
18,388
+3,946
123
$1.9M 0.27%
99,312
+21,216
124
$1.89M 0.27%
203,130
+53,520
125
$1.87M 0.27%
35,900
3 4
5
6 7