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
$507M
AUM Growth
-$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$4.54M
3
+$3.46M
4
NEE icon
NextEra Energy
NEE
+$2.57M
5
OSPN icon
OneSpan
OSPN
+$2.55M

Top Sells

1
+$10.7M
2
+$5.53M
3
+$4.61M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$3.95M
5
KRNT icon
Kornit Digital
KRNT
+$3.52M

Sector Composition

1 Industrials 27.31%
2 Technology 26.26%
3 Healthcare 17.88%
4 Financials 6.02%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.07M 0.41%
+72,299
102
$2.05M 0.4%
+200,219
103
$2M 0.39%
86,082
+28,886
104
$1.97M 0.39%
602,744
+508,249
105
$1.96M 0.39%
12,063
106
$1.92M 0.38%
+210,799
107
$1.9M 0.38%
11,795
-2,927
108
$1.89M 0.37%
132,487
+93,705
109
$1.86M 0.37%
+28,941
110
$1.85M 0.36%
+245,429
111
$1.84M 0.36%
+232,877
112
$1.83M 0.36%
+235,158
113
$1.76M 0.35%
88,193
+1,654
114
$1.72M 0.34%
2,800
-485
115
$1.72M 0.34%
+107,217
116
$1.72M 0.34%
324,843
+88,593
117
$1.71M 0.34%
582,532
+8,753
118
$1.7M 0.34%
+213,878
119
$1.64M 0.32%
665,842
+10,211
120
$1.63M 0.32%
+57,333
121
$1.62M 0.32%
9,519
122
$1.61M 0.32%
9,203
123
$1.6M 0.32%
+144,218
124
$1.57M 0.31%
135,324
+2,528
125
$1.54M 0.3%
6,762
-34
3 4
5
6 7