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
176
$1.28M 0.18%
65,299
+9,290
177
$1.27M 0.18%
+37,950
178
$1.26M 0.18%
15,605
+11,416
179
$1.21M 0.17%
11,575
+931
180
$1.19M 0.17%
307,428
+78,054
181
$1.18M 0.17%
30,768
182
$1.17M 0.17%
51,294
-856
183
$1.17M 0.17%
21,030
-674
184
$1.15M 0.16%
25,277
185
$1.1M 0.16%
269,500
-155,848
186
$1.09M 0.16%
429,460
+119,878
187
$1.08M 0.16%
7,564
188
$1.08M 0.15%
17,125
+6,123
189
$1.08M 0.15%
+12,675
190
$1.08M 0.15%
41,744
-263
191
$1.07M 0.15%
131,415
+34,296
192
$1.07M 0.15%
15,116
193
$1.07M 0.15%
8,257
-2,248
194
$1.05M 0.15%
+90,334
195
$1.02M 0.15%
15,111
-366
196
$1.02M 0.15%
55,243
-912
197
$1.02M 0.15%
76,328
+41,028
198
$984K 0.14%
20,413
+5,511
199
$982K 0.14%
185,591
+143,858
200
$959K 0.14%
22,117
-516
6 7
8
9 10