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
126
$1.21M 0.17%
82,048
-611
127
$1.19M 0.17%
76,472
-34,672
128
$1.19M 0.17%
28,841
-90
129
$1.18M 0.17%
71,465
+2,654
130
$1.17M 0.16%
22,195
+5,599
131
$1.17M 0.16%
22,545
+41
132
$1.16M 0.16%
25,000
133
$1.16M 0.16%
+54,678
134
$1.15M 0.16%
69,108
-59,224
135
$1.14M 0.16%
+49,803
136
$1.14M 0.16%
93,981
-729
137
$1.13M 0.16%
36,421
-265
138
$1.13M 0.16%
102,878
-1,817
139
$1.13M 0.16%
37,644
+9,648
140
$1.12M 0.16%
51,260
-15,606
141
$1.11M 0.16%
23,145
+897
142
$1.1M 0.15%
+28,804
143
$1.1M 0.15%
6,356
+3,283
144
$1.1M 0.15%
64,522
-72,020
145
$1.1M 0.15%
6,322
+2,740
146
$1.09M 0.15%
+89,868
147
$1.09M 0.15%
+201,565
148
$1.06M 0.15%
1,818
-14
149
$1.06M 0.15%
73,824
-548
150
$1.05M 0.15%
25,681
+23
4 5
6
7 8