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
$813M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$5.9M
3
+$5.37M
4
DDOG icon
Datadog
DDOG
+$4.39M
5
DKNG icon
DraftKings
DKNG
+$4.38M

Top Sells

1
+$6.89M
2
+$5.37M
3
+$3.89M
4
BYND icon
Beyond Meat
BYND
+$3.7M
5
NXPI icon
NXP Semiconductors
NXPI
+$3.44M

Sector Composition

1 Technology 20.67%
2 Healthcare 16.79%
3 Industrials 13.63%
4 Consumer Discretionary 9.87%
5 Financials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.08M 0.26%
97,911
+3,983
127
$2.07M 0.25%
+20,000
128
$2.06M 0.25%
111,405
+5,200
129
$2.06M 0.25%
31,697
+21,261
130
$2.05M 0.25%
33,420
+1,194
131
$2.05M 0.25%
18,401
132
$2.04M 0.25%
+10,000
133
$2.03M 0.25%
+67,333
134
$2.02M 0.25%
68,259
+13,240
135
$2.01M 0.25%
134,240
+5,651
136
$2M 0.25%
98,630
+4,476
137
$2M 0.25%
16,337
-14,756
138
$1.95M 0.24%
75,093
+15,000
139
$1.92M 0.24%
213,009
-180
140
$1.9M 0.23%
83,548
+3,932
141
$1.9M 0.23%
21,574
142
$1.89M 0.23%
3,400
143
$1.88M 0.23%
277,742
+7,936
144
$1.86M 0.23%
54,183
+945
145
$1.86M 0.23%
325,538
-130,364
146
$1.84M 0.23%
55,358
+2,479
147
$1.84M 0.23%
759,901
+262,000
148
$1.83M 0.23%
516,073
+73,745
149
$1.83M 0.22%
+20,700
150
$1.8M 0.22%
96,786
+4,517
4 5
6
7 8