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
151
$1.59M 0.23%
22,560
+5,064
152
$1.57M 0.23%
288,876
+82,738
153
$1.55M 0.22%
436,266
+115,254
154
$1.55M 0.22%
62,053
+13,971
155
$1.55M 0.22%
27,735
-5
156
$1.54M 0.22%
182,575
+42,414
157
$1.54M 0.22%
+103,198
158
$1.51M 0.22%
82,508
+15,736
159
$1.5M 0.21%
7,569
160
$1.5M 0.21%
40,104
-50
161
$1.49M 0.21%
96,045
+25,163
162
$1.49M 0.21%
39,755
+8,950
163
$1.47M 0.21%
9,315
-312
164
$1.45M 0.21%
56,933
+14,970
165
$1.44M 0.21%
193,317
+105,706
166
$1.4M 0.2%
+139,415
167
$1.4M 0.2%
+191,729
168
$1.38M 0.2%
75,775
+628
169
$1.37M 0.2%
169,180
+44,303
170
$1.36M 0.19%
22,220
+9,743
171
$1.34M 0.19%
523,772
+137,173
172
$1.34M 0.19%
68,564
+44,437
173
$1.32M 0.19%
23,676
+4,029
174
$1.31M 0.19%
412,800
+2,800
175
$1.3M 0.19%
149,901
+40,930
5 6
7
8 9