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
126
$1.82M 0.26%
59,512
+15,811
127
$1.82M 0.26%
37,058
-1,623
128
$1.79M 0.26%
124,705
129
$1.78M 0.26%
39,974
-29
130
$1.76M 0.25%
266,949
+2,153
131
$1.73M 0.25%
+49,891
132
$1.71M 0.24%
149,452
+68,187
133
$1.7M 0.24%
256,669
+89,216
134
$1.69M 0.24%
130,627
+24,017
135
$1.68M 0.24%
185,856
+50,705
136
$1.68M 0.24%
78,498
+16,184
137
$1.68M 0.24%
151,846
+45,610
138
$1.67M 0.24%
+76,751
139
$1.67M 0.24%
34,615
+7,228
140
$1.66M 0.24%
41,792
+9,482
141
$1.66M 0.24%
237,669
+64,445
142
$1.66M 0.24%
200,958
+53,807
143
$1.65M 0.24%
28,594
+6,422
144
$1.64M 0.24%
191,591
+50,105
145
$1.64M 0.23%
+86,330
146
$1.63M 0.23%
+101,544
147
$1.63M 0.23%
24,298
+5,207
148
$1.63M 0.23%
122,397
+68,063
149
$1.62M 0.23%
+76,324
150
$1.61M 0.23%
99,596
+26,993
4 5
6
7 8