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
$507M
AUM Growth
-$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$4.54M
3
+$3.46M
4
NEE icon
NextEra Energy
NEE
+$2.57M
5
OSPN icon
OneSpan
OSPN
+$2.55M

Top Sells

1
+$10.7M
2
+$5.53M
3
+$4.61M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$3.95M
5
KRNT icon
Kornit Digital
KRNT
+$3.52M

Sector Composition

1 Industrials 27.31%
2 Technology 26.26%
3 Healthcare 17.88%
4 Financials 6.02%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$420K 0.08%
128,901
177
$415K 0.08%
3,725
178
$401K 0.08%
1,482
179
$394K 0.08%
22,317
180
$388K 0.08%
8,225
-1,941
181
$386K 0.08%
13,230
182
$378K 0.07%
77,200
183
$368K 0.07%
2,700
184
$357K 0.07%
4,265
185
$351K 0.07%
3,625
186
$337K 0.07%
1,121
187
$333K 0.07%
9,284
-42,535
188
$331K 0.07%
63,208
189
$317K 0.06%
11,743
190
$313K 0.06%
1,206
191
$304K 0.06%
2,900
192
$295K 0.06%
78,613
193
$289K 0.06%
81,990
+18,053
194
$276K 0.05%
1,399
-554
195
$233K 0.05%
168,599
196
$222K 0.04%
2,291
197
$213K 0.04%
44,284
198
$203K 0.04%
300
199
$201K 0.04%
1,785
200
$190K 0.04%
1,356
6 7
8
9 10