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
126
$1.47M 0.22%
74,856
-2,360
127
$1.47M 0.22%
160,646
-13,929
128
$1.47M 0.22%
+18,110
129
$1.46M 0.22%
19,671
+8,873
130
$1.46M 0.22%
58,705
+40,328
131
$1.45M 0.22%
75,115
-1,308
132
$1.44M 0.22%
55,504
+2,718
133
$1.42M 0.21%
+157,068
134
$1.41M 0.21%
324,359
-28,718
135
$1.41M 0.21%
6,035
+1,280
136
$1.41M 0.21%
28,552
-473
137
$1.4M 0.21%
32,107
138
$1.38M 0.21%
57,318
-64,204
139
$1.36M 0.21%
50,523
-4,463
140
$1.3M 0.2%
35,110
-3,092
141
$1.29M 0.2%
33,442
-210
142
$1.28M 0.19%
61,895
-20,213
143
$1.28M 0.19%
37,975
-43,567
144
$1.28M 0.19%
144,974
+105,247
145
$1.27M 0.19%
+3,418
146
$1.26M 0.19%
+26,872
147
$1.24M 0.19%
17,241
-3,444
148
$1.21M 0.18%
+93,795
149
$1.21M 0.18%
96,418
-47,327
150
$1.2M 0.18%
36,488
-2,811
4 5
6
7 8