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
176
$965K 0.15%
+134,573
177
$957K 0.15%
24,700
+6,199
178
$954K 0.14%
9,142
-15,510
179
$950K 0.14%
56,472
-4,988
180
$934K 0.14%
103,859
-3,159
181
$932K 0.14%
46,451
-4,127
182
$932K 0.14%
170,321
+45,256
183
$923K 0.14%
93,219
-8,291
184
$922K 0.14%
111,720
185
$918K 0.14%
+41,826
186
$916K 0.14%
28,408
-2,511
187
$912K 0.14%
83,030
-7,381
188
$905K 0.14%
+78,015
189
$894K 0.14%
19,732
+2,515
190
$852K 0.13%
12,091
+7,998
191
$849K 0.13%
97,300
-8,618
192
$847K 0.13%
+122,578
193
$841K 0.13%
+15,235
194
$836K 0.13%
54,233
-1,615
195
$835K 0.13%
+17,167
196
$831K 0.13%
6,563
-584
197
$823K 0.12%
61,500
-5,434
198
$811K 0.12%
10,312
+1,181
199
$808K 0.12%
+67,407
200
$773K 0.12%
44,614
-3,969
6 7
8
9 10