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
$860M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$6.64M
3
+$5.09M
4
DDD icon
3D Systems Corp
DDD
+$5.04M
5
F icon
Ford
F
+$4.86M

Top Sells

1
+$9.17M
2
+$5.03M
3
+$4.56M
4
AMN icon
AMN Healthcare
AMN
+$3.98M
5
EVR icon
Evercore
EVR
+$3.98M

Sector Composition

1 Technology 23.26%
2 Healthcare 16.83%
3 Industrials 15.77%
4 Consumer Discretionary 11.1%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.02M 0.12%
186,196
+1,937
227
$1.01M 0.12%
13,400
228
$997K 0.12%
46,246
-33,394
229
$994K 0.12%
+55,000
230
$992K 0.12%
429,327
-37,665
231
$982K 0.11%
+29,500
232
$965K 0.11%
32,789
-1,203
233
$964K 0.11%
6,880
234
$961K 0.11%
45,291
235
$937K 0.11%
91,124
+892
236
$932K 0.11%
66,491
-6,035
237
$927K 0.11%
30,571
238
$909K 0.11%
19,070
239
$895K 0.1%
716
240
$891K 0.1%
3,987
-712
241
$889K 0.1%
11,619
242
$886K 0.1%
3,125
243
$868K 0.1%
29,500
-15,792
244
$833K 0.1%
47,488
-3,951
245
$815K 0.09%
6,444
+63
246
$804K 0.09%
52,927
-1,705
247
$803K 0.09%
6,929
248
$782K 0.09%
4,705
+1,442
249
$781K 0.09%
122,088
+33,890
250
$775K 0.09%
13,621
-4,243
8 9
10
11 12