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
251
$737K 0.1%
100,976
-15,680
252
$734K 0.1%
28,702
-141,773
253
$725K 0.1%
+41,404
254
$714K 0.1%
+24,631
255
$709K 0.1%
36,909
+21,923
256
$709K 0.1%
146,500
+104,815
257
$708K 0.1%
22,796
+16,770
258
$707K 0.1%
8,325
-22,835
259
$699K 0.1%
66,349
+52,927
260
$695K 0.1%
229,348
-213,382
261
$695K 0.1%
12,860
-28,080
262
$689K 0.09%
+55,949
263
$688K 0.09%
248,538
+104,743
264
$681K 0.09%
16,101
-18,270
265
$674K 0.09%
291,702
+129,580
266
$672K 0.09%
+25,941
267
$650K 0.09%
93,934
+35,872
268
$642K 0.09%
124,224
-24,668
269
$634K 0.09%
189,288
-1,683
270
$630K 0.09%
17,115
271
$622K 0.09%
15,477
+9,398
272
$622K 0.09%
112,311
-128,000
273
$621K 0.09%
25,126
-3,437
274
$615K 0.08%
235,724
275
$610K 0.08%
2,500
9 10
11
12 13