EIM

Essex Investment Management Portfolio holdings

AUM $550M
1-Year Est. Return 61.92%
This Quarter Est. Return
1 Year Est. Return
+61.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$699M
AUM Growth
+$88.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.92M
3
+$3.53M
4
ASPN icon
Aspen Aerogels
ASPN
+$3.36M
5
LTHM
Livent Corporation
LTHM
+$2.78M

Top Sells

1
+$14.1M
2
+$5.81M
3
+$5.3M
4
TSLA icon
Tesla
TSLA
+$5.05M
5
NFLX icon
Netflix
NFLX
+$4.67M

Sector Composition

1 Technology 23.68%
2 Healthcare 18.86%
3 Industrials 14.97%
4 Consumer Discretionary 12.74%
5 Materials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.77M 0.25%
73,620
-53,872
127
$1.77M 0.25%
10,000
128
$1.73M 0.25%
+80,111
129
$1.7M 0.24%
42,925
-31,933
130
$1.7M 0.24%
13,420
131
$1.67M 0.24%
+192,834
132
$1.65M 0.24%
+96,000
133
$1.64M 0.23%
13,890
134
$1.63M 0.23%
278,172
+7,790
135
$1.62M 0.23%
38,793
+1,884
136
$1.62M 0.23%
14,119
+102
137
$1.61M 0.23%
12,696
-3,399
138
$1.6M 0.23%
+9,668
139
$1.58M 0.23%
216,388
+6,937
140
$1.57M 0.23%
37,158
+1,773
141
$1.56M 0.22%
16,700
-747
142
$1.56M 0.22%
84,772
+3,828
143
$1.56M 0.22%
21,400
+21,000
144
$1.55M 0.22%
24,472
-250
145
$1.55M 0.22%
132,433
+4,311
146
$1.55M 0.22%
18,898
+615
147
$1.54M 0.22%
13,964
-11,847
148
$1.53M 0.22%
76,291
+25,878
149
$1.53M 0.22%
14,471
+675
150
$1.52M 0.22%
+6,447
4 5
6
7 8