EL

Essex LLC Portfolio holdings

AUM $508M
1-Year Est. Return 15.62%
This Quarter Est. Return
1 Year Est. Return
+15.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
-$4.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$9.56M
2 +$4.96M
3 +$3.36M
4
MSFT icon
Microsoft
MSFT
+$2.9M
5
AMD icon
Advanced Micro Devices
AMD
+$1.96M

Sector Composition

1 Technology 8.79%
2 Industrials 7.43%
3 Financials 6.63%
4 Healthcare 5.43%
5 Communication Services 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-10,000