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
$619M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$6.6M
3
+$5.51M
4
APTV icon
Aptiv
APTV
+$5.05M
5
GNRC icon
Generac Holdings
GNRC
+$4.29M

Top Sells

1
+$7.19M
2
+$5.38M
3
+$3.73M
4
ALB icon
Albemarle
ALB
+$3.57M
5
ARRY icon
Array Technologies
ARRY
+$2.87M

Sector Composition

1 Technology 25.54%
2 Industrials 18.31%
3 Healthcare 14.64%
4 Consumer Discretionary 8.91%
5 Materials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.44M 0.23%
45,442
-4,698
127
$1.42M 0.23%
389,414
+13,161
128
$1.41M 0.23%
27,786
-2,387
129
$1.41M 0.23%
214,807
+7,274
130
$1.4M 0.23%
21,470
-7,256
131
$1.39M 0.22%
+96,691
132
$1.38M 0.22%
108,958
+16,208
133
$1.38M 0.22%
+105,590
134
$1.38M 0.22%
+98,212
135
$1.37M 0.22%
29,556
-1,234
136
$1.37M 0.22%
182,085
-42,003
137
$1.35M 0.22%
17,749
-3,052
138
$1.35M 0.22%
+332,253
139
$1.32M 0.21%
29,413
-837
140
$1.32M 0.21%
24,235
+820
141
$1.32M 0.21%
+42,964
142
$1.31M 0.21%
31,795
-3,531
143
$1.31M 0.21%
175,084
+7,061
144
$1.31M 0.21%
124,466
+4,202
145
$1.3M 0.21%
36,389
-1,520
146
$1.3M 0.21%
9,187
-384
147
$1.29M 0.21%
740
+125
148
$1.29M 0.21%
+505,604
149
$1.29M 0.21%
53,383
-733
150
$1.28M 0.21%
320,550
+198,539
4 5
6
7 8