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
201
$1.29M 0.16%
+10,000
202
$1.28M 0.16%
25,708
+1,081
203
$1.28M 0.16%
82,431
+3,866
204
$1.28M 0.16%
1,773
205
$1.26M 0.16%
+246,982
206
$1.25M 0.15%
58,905
207
$1.22M 0.15%
+186,942
208
$1.19M 0.15%
365,127
+12,981
209
$1.14M 0.14%
99,229
+678
210
$1.12M 0.14%
150,000
+50,000
211
$1.1M 0.14%
4,782
+1,626
212
$1.1M 0.14%
74,268
+3,254
213
$1.09M 0.13%
437,331
+13,729
214
$1.07M 0.13%
+33,000
215
$1.07M 0.13%
33,366
-6,547
216
$1.06M 0.13%
500,878
-8,188
217
$1.06M 0.13%
16,200
218
$1.05M 0.13%
6,228
219
$1.05M 0.13%
74,037
+408
220
$1.05M 0.13%
+2,450
221
$1.04M 0.13%
43,659
+1,273
222
$1.04M 0.13%
10,446
+403
223
$1.04M 0.13%
13,912
+612
224
$1.04M 0.13%
6,847
225
$1.03M 0.13%
7,453
+2,952
7 8
9
10 11