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
$613M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$5.29M
3
+$5.04M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$4.44M
5
NEE icon
NextEra Energy
NEE
+$4.25M

Top Sells

1
+$7.47M
2
+$5.56M
3
+$5.02M
4
STRL icon
Sterling Infrastructure
STRL
+$5.01M
5
NEWR
New Relic, Inc.
NEWR
+$4.42M

Sector Composition

1 Technology 26.57%
2 Industrials 26.28%
3 Healthcare 14.79%
4 Consumer Discretionary 6.2%
5 Energy 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.13M 0.18%
+15,000
177
$1.12M 0.18%
+5,612
178
$1.12M 0.18%
+5,500
179
$1.11M 0.18%
59,655
-33,576
180
$1.11M 0.18%
+135,201
181
$1.1M 0.18%
10,733
+4,508
182
$1.09M 0.18%
+205,092
183
$1.09M 0.18%
+7,000
184
$1.09M 0.18%
4,235
-777
185
$1.09M 0.18%
14,508
-2,273
186
$1.08M 0.18%
6,386
-5,290
187
$1.07M 0.17%
+44,597
188
$1.06M 0.17%
133,900
-24,560
189
$1.05M 0.17%
32,665
-5,963
190
$1.05M 0.17%
+5,084
191
$1.05M 0.17%
7,043
-5,554
192
$1.04M 0.17%
+42,686
193
$1.04M 0.17%
+5,273
194
$1.04M 0.17%
38,707
-7,213
195
$1.04M 0.17%
14,576
-7
196
$1.03M 0.17%
+68,210
197
$1.02M 0.17%
6,123
-2,677
198
$1.02M 0.17%
36,453
+1,238
199
$1.02M 0.17%
+7,607
200
$1M 0.16%
11,208
+1,208
6 7
8
9 10