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
$619M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$6.6M
3
+$5.51M
4
APTV icon
Aptiv
APTV
+$5.05M
5
GNRC icon
Generac Holdings
GNRC
+$4.29M

Top Sells

1
+$7.19M
2
+$5.38M
3
+$3.73M
4
ALB icon
Albemarle
ALB
+$3.57M
5
ARRY icon
Array Technologies
ARRY
+$2.87M

Sector Composition

1 Technology 25.54%
2 Industrials 18.31%
3 Healthcare 14.64%
4 Consumer Discretionary 8.91%
5 Materials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.86M 0.3%
60,127
+2,014
102
$1.86M 0.3%
13,186
-629
103
$1.86M 0.3%
25,963
-3,574
104
$1.85M 0.3%
236,880
+38,909
105
$1.82M 0.29%
33,870
-13,232
106
$1.82M 0.29%
+182,312
107
$1.81M 0.29%
336,692
+11,420
108
$1.79M 0.29%
165,274
-11,176
109
$1.77M 0.29%
190,638
+6,468
110
$1.72M 0.28%
19,082
-1,292
111
$1.72M 0.28%
278,583
+9,573
112
$1.71M 0.28%
118,007
+85,484
113
$1.69M 0.27%
31,260
-1,274
114
$1.69M 0.27%
29,652
+1,007
115
$1.67M 0.27%
42,503
-1,774
116
$1.64M 0.26%
+14,398
117
$1.63M 0.26%
111,395
118
$1.63M 0.26%
107,891
+3,628
119
$1.6M 0.26%
70,461
-969
120
$1.59M 0.26%
244,585
+8,255
121
$1.57M 0.25%
33,679
-13,688
122
$1.52M 0.25%
5,091
-212
123
$1.5M 0.24%
14,825
-619
124
$1.47M 0.24%
65,875
-7,838
125
$1.47M 0.24%
245,177
+73,615
3 4
5
6 7