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
251
$811K 0.1%
38,973
-2,789
252
$804K 0.1%
4,699
253
$773K 0.1%
1,586
-949
254
$767K 0.1%
+78,243
255
$761K 0.09%
24,152
-7,348
256
$761K 0.09%
59,780
-99,761
257
$757K 0.09%
3,234
-957
258
$745K 0.09%
59,579
-11,113
259
$726K 0.09%
55,647
-100
260
$709K 0.09%
12,526
-21
261
$706K 0.09%
+57,664
262
$704K 0.09%
3,450
-1,050
263
$696K 0.09%
6,737
-1,150
264
$696K 0.09%
33,607
-6,439
265
$691K 0.09%
22,842
-6,858
266
$680K 0.08%
+38,271
267
$664K 0.08%
5,302
-460
268
$651K 0.08%
15,595
-1,905
269
$631K 0.08%
2,838
-862
270
$613K 0.08%
30,238
-9,202
271
$603K 0.07%
52,833
-31,612
272
$594K 0.07%
148,476
-88,841
273
$570K 0.07%
201
-473
274
$562K 0.07%
81,097
-48,513
275
$558K 0.07%
85,984
-51,455
9 10
11
12 13