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
176
$1.54M 0.19%
+35,868
177
$1.53M 0.19%
30,158
178
$1.52M 0.19%
22,067
179
$1.51M 0.19%
34,382
-17,545
180
$1.48M 0.18%
33,287
+22,258
181
$1.48M 0.18%
19,321
+901
182
$1.48M 0.18%
83,359
-55,069
183
$1.47M 0.18%
161,214
+5,767
184
$1.46M 0.18%
90,635
+9,905
185
$1.45M 0.18%
174,072
+35,840
186
$1.45M 0.18%
300,783
+14,165
187
$1.43M 0.18%
10,000
-5,000
188
$1.41M 0.17%
126,581
+38,554
189
$1.39M 0.17%
+53,090
190
$1.38M 0.17%
23,364
+5,121
191
$1.37M 0.17%
+32,487
192
$1.36M 0.17%
159,691
+146
193
$1.36M 0.17%
+256,654
194
$1.35M 0.17%
438,169
+375,724
195
$1.35M 0.17%
+58,320
196
$1.34M 0.17%
+25,000
197
$1.34M 0.16%
181,352
+8,539
198
$1.33M 0.16%
224,323
+10,296
199
$1.3M 0.16%
59,325
+26,126
200
$1.3M 0.16%
12,572
-914
6 7
8
9 10