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
$729M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$6.04M
3
+$4.16M
4
CRSP icon
CRISPR Therapeutics
CRSP
+$4.03M
5
UBER icon
Uber
UBER
+$3.47M

Top Sells

1
+$14.8M
2
+$6.21M
3
+$4.63M
4
FCX icon
Freeport-McMoran
FCX
+$4.34M
5
AEM icon
Agnico Eagle Mines
AEM
+$4.08M

Sector Composition

1 Technology 19.94%
2 Healthcare 16.32%
3 Industrials 14.11%
4 Consumer Discretionary 8.98%
5 Communication Services 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$920K 0.13%
46,650
-1,016
227
$908K 0.12%
944,596
+440,450
228
$904K 0.12%
6,585
229
$896K 0.12%
18,104
-4
230
$895K 0.12%
11,578
+6,996
231
$894K 0.12%
23,418
232
$889K 0.12%
42,728
-926
233
$879K 0.12%
240,881
+34,975
234
$869K 0.12%
209,483
-32,353
235
$864K 0.12%
3,753
236
$863K 0.12%
433,778
+60,610
237
$861K 0.12%
+102,419
238
$860K 0.12%
29,549
-14
239
$849K 0.12%
16,287
+11,748
240
$843K 0.12%
+561,702
241
$843K 0.12%
14,215
-2,561
242
$839K 0.12%
35,900
+15,253
243
$833K 0.11%
15,589
-1,848
244
$832K 0.11%
9,114
-1,057
245
$810K 0.11%
40,877
+28,279
246
$808K 0.11%
8,668
-1,206
247
$797K 0.11%
32,274
-70,668
248
$790K 0.11%
17,653
+12,721
249
$784K 0.11%
10,919
-769
250
$747K 0.1%
61,092
+25,628
8 9
10
11 12