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
$610M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.81M
3
+$5.04M
4
TWST icon
Twist Bioscience
TWST
+$4.63M
5
LRCX icon
Lam Research
LRCX
+$4.58M

Top Sells

1
+$6.06M
2
+$5.43M
3
+$4.85M
4
BABA icon
Alibaba
BABA
+$4.54M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$4.15M

Sector Composition

1 Technology 26.64%
2 Healthcare 20.02%
3 Industrials 11.88%
4 Consumer Discretionary 11.5%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$527K 0.09%
+390,000
252
$521K 0.09%
8,282
-458
253
$517K 0.08%
+12,011
254
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2,423
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255
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10,576
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256
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72,607
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257
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61,839
258
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259
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36,393
260
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5,550
261
$481K 0.08%
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262
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263
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264
$477K 0.08%
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265
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49,592
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266
$464K 0.08%
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269
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270
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271
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273
$417K 0.07%
67,698
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274
$407K 0.07%
14,092
275
$385K 0.06%
295,786
9 10
11
12 13