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
$873M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.07M
3
+$2.85M
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$2.78M
5
CHGG icon
Chegg
CHGG
+$2.41M

Top Sells

1
+$5.09M
2
+$3.11M
3
+$2.98M
4
BA icon
Boeing
BA
+$2.75M
5
STLD icon
Steel Dynamics
STLD
+$2.65M

Sector Composition

1 Technology 25.05%
2 Industrials 17.48%
3 Healthcare 14.14%
4 Consumer Discretionary 11.31%
5 Financials 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.55M 0.18%
83,277
+3,841
177
$1.51M 0.17%
62,691
+3,451
178
$1.5M 0.17%
47,225
+39,798
179
$1.5M 0.17%
68,367
+11,740
180
$1.5M 0.17%
7,228
-88
181
$1.49M 0.17%
17,447
182
$1.49M 0.17%
+13,800
183
$1.48M 0.17%
+31,000
184
$1.48M 0.17%
4,200
-3,900
185
$1.47M 0.17%
13,747
+7,303
186
$1.47M 0.17%
108,690
+21,980
187
$1.47M 0.17%
129,302
+9,910
188
$1.46M 0.17%
114,703
+8,748
189
$1.45M 0.17%
41,243
+3,070
190
$1.45M 0.17%
180,771
-5,953
191
$1.45M 0.17%
99,738
+7,603
192
$1.43M 0.16%
225,401
+17,267
193
$1.41M 0.16%
260,524
+109,524
194
$1.38M 0.16%
66,310
-755
195
$1.38M 0.16%
48,016
-1,565
196
$1.38M 0.16%
13,848
-18
197
$1.36M 0.16%
107,339
+21,911
198
$1.36M 0.16%
84,971
+6,540
199
$1.35M 0.15%
46,000
-46,000
200
$1.35M 0.15%
+12,500
6 7
8
9 10