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
$660M
AUM Growth
+$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$7.52M
3
+$6.71M
4
META icon
Meta Platforms (Facebook)
META
+$6.67M
5
GE icon
GE Aerospace
GE
+$3.94M

Top Sells

1
+$12.5M
2
+$8.65M
3
+$6.17M
4
XONE
The ExOne Company
XONE
+$5.91M
5
AAPL icon
Apple
AAPL
+$5.59M

Sector Composition

1 Technology 17.08%
2 Healthcare 14.93%
3 Industrials 13.75%
4 Financials 11.56%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.2M 0.18%
+121,395
152
$1.2M 0.18%
77,590
-45,206
153
$1.18M 0.18%
78,697
-138,490
154
$1.18M 0.18%
75,322
-6,633
155
$1.16M 0.18%
29,532
-1,019
156
$1.16M 0.18%
386,287
-34,144
157
$1.16M 0.18%
+164,612
158
$1.15M 0.17%
29,250
-7,755
159
$1.15M 0.17%
12,681
+663
160
$1.14M 0.17%
44,527
-1,538
161
$1.14M 0.17%
+838,380
162
$1.13M 0.17%
+43,529
163
$1.13M 0.17%
15,518
-2,063
164
$1.12M 0.17%
+67,400
165
$1.11M 0.17%
30,939
-6,898
166
$1.11M 0.17%
58,056
-1,907
167
$1.11M 0.17%
+8,207
168
$1.11M 0.17%
89,352
-6,158
169
$1.06M 0.16%
+177,969
170
$1.05M 0.16%
+70,972
171
$1.04M 0.16%
95,472
-8,481
172
$1.02M 0.16%
15,200
-62,105
173
$1.01M 0.15%
29,130
-962
174
$1M 0.15%
+64,576
175
$967K 0.15%
11,705
-391
5 6
7
8 9