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
151
$1.8M 0.22%
92,648
+4,309
152
$1.79M 0.22%
12,321
+9,859
153
$1.78M 0.22%
55,966
+2,635
154
$1.77M 0.22%
99,436
-15,413
155
$1.77M 0.22%
903,066
+28,108
156
$1.77M 0.22%
15,396
-18,215
157
$1.76M 0.22%
+224,059
158
$1.76M 0.22%
66,459
-63
159
$1.72M 0.21%
14,232
+2,654
160
$1.72M 0.21%
54,206
+2,144
161
$1.72M 0.21%
371,198
+17,146
162
$1.7M 0.21%
63,970
163
$1.7M 0.21%
221,480
+10,377
164
$1.69M 0.21%
42,888
-13,150
165
$1.68M 0.21%
51,837
+585
166
$1.67M 0.21%
57,706
167
$1.66M 0.2%
74,468
+1,580
168
$1.66M 0.2%
51,669
+1,345
169
$1.63M 0.2%
135,959
+33,460
170
$1.61M 0.2%
121,489
+3,776
171
$1.6M 0.2%
524,264
+24,648
172
$1.59M 0.2%
84,171
+3,788
173
$1.56M 0.19%
19,734
+639
174
$1.56M 0.19%
76,164
+3,528
175
$1.56M 0.19%
49,005
+2,316
5 6
7
8 9