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
$806M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$5.76M
3
+$4.46M
4
WMT icon
Walmart Inc
WMT
+$4.39M
5
ARRY icon
Array Technologies
ARRY
+$4.05M

Top Sells

1
+$21.2M
2
+$4.63M
3
+$4.06M
4
CERN
Cerner Corp
CERN
+$4.03M
5
CRSP icon
CRISPR Therapeutics
CRSP
+$3.51M

Sector Composition

1 Technology 26.86%
2 Healthcare 17.34%
3 Industrials 12.57%
4 Consumer Discretionary 10.93%
5 Materials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.01M 0.13%
+21,673
227
$1M 0.12%
24,914
-86
228
$1M 0.12%
36,092
-360
229
$991K 0.12%
62,820
+1,820
230
$990K 0.12%
68,118
+3,118
231
$982K 0.12%
+37,902
232
$978K 0.12%
+35,425
233
$974K 0.12%
90,232
-53,956
234
$927K 0.12%
6,131
-1,356
235
$922K 0.11%
+25,000
236
$914K 0.11%
16,046
-4,339
237
$903K 0.11%
20,620
-5,000
238
$901K 0.11%
+18,000
239
$898K 0.11%
7,257
-33
240
$879K 0.11%
110,896
-148,523
241
$870K 0.11%
+18,599
242
$866K 0.11%
174,661
-104,712
243
$864K 0.11%
+42,098
244
$830K 0.1%
15,745
+3,814
245
$827K 0.1%
+17,094
246
$825K 0.1%
6,775
+991
247
$824K 0.1%
+4,710
248
$818K 0.1%
7,470
-1,759
249
$815K 0.1%
+10,000
250
$813K 0.1%
+13,182
8 9
10
11 12