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
251
$775K 0.09%
9,930
-2,575
252
$760K 0.09%
+420,000
253
$760K 0.09%
+6,612
254
$750K 0.09%
57,695
+11,399
255
$734K 0.09%
88,272
+590
256
$732K 0.09%
13,532
-30,624
257
$713K 0.08%
4,912
-198
258
$684K 0.08%
30,445
+229
259
$683K 0.08%
31,377
-238
260
$679K 0.08%
117,344
+868
261
$679K 0.08%
13,308
-2,846
262
$675K 0.08%
38,998
+373
263
$665K 0.08%
20,721
264
$657K 0.08%
113,653
+833
265
$639K 0.07%
163,367
+1,155
266
$635K 0.07%
+102,562
267
$627K 0.07%
14,233
-713
268
$597K 0.07%
3,645
269
$578K 0.07%
49,476
+507
270
$569K 0.07%
+80,000
271
$561K 0.07%
23,733
-3,279
272
$551K 0.06%
5,160
-96
273
$524K 0.06%
13,483
274
$521K 0.06%
66,787
+679
275
$513K 0.06%
1,475
+1,400
9 10
11
12 13