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
151
$1.51M 0.22%
+106,419
152
$1.51M 0.22%
19,535
+102
153
$1.5M 0.21%
6,698
+2,965
154
$1.46M 0.21%
4,631
-667
155
$1.45M 0.21%
159,276
+5,292
156
$1.43M 0.21%
+358,514
157
$1.43M 0.2%
+107,086
158
$1.41M 0.2%
184,052
+8,790
159
$1.41M 0.2%
+308,895
160
$1.4M 0.2%
26,959
+2,759
161
$1.4M 0.2%
47,858
+1,567
162
$1.39M 0.2%
54,659
+1,792
163
$1.39M 0.2%
+43,282
164
$1.39M 0.2%
59,624
-18,155
165
$1.38M 0.2%
254,901
+8,417
166
$1.38M 0.2%
249,327
-691
167
$1.37M 0.2%
+529,443
168
$1.37M 0.2%
368,034
+11,933
169
$1.37M 0.2%
108,946
+3,526
170
$1.36M 0.19%
18,115
+738
171
$1.36M 0.19%
50,845
+2,329
172
$1.36M 0.19%
+329,437
173
$1.34M 0.19%
62,179
-3,244
174
$1.33M 0.19%
144,188
-25,875
175
$1.33M 0.19%
+109,520
5 6
7
8 9