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
$621M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$8.63M
3
+$7.51M
4
MSFT icon
Microsoft
MSFT
+$6.61M
5
AX icon
Axos Financial
AX
+$6.38M

Top Sells

1
+$11.7M
2
+$9.43M
3
+$7.98M
4
B
Barrick Mining
B
+$6.57M
5
GOLD
Randgold Resources Ltd
GOLD
+$5.1M

Sector Composition

1 Technology 26.01%
2 Healthcare 16.33%
3 Energy 9.94%
4 Consumer Discretionary 9.36%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$384K 0.06%
+6,417
277
$384K 0.06%
10,000
278
$379K 0.06%
3,908
-26
279
$379K 0.06%
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280
$378K 0.06%
6,679
-863
281
$378K 0.06%
4,671
-12,698
282
$359K 0.06%
+63,722
283
$355K 0.06%
19,859
-2,471
284
$347K 0.06%
5,030
-622
285
$341K 0.05%
5,083
-657
286
$339K 0.05%
6,039
-4,931
287
$338K 0.05%
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288
$335K 0.05%
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-100
289
$335K 0.05%
6,831
290
$332K 0.05%
+16,818
291
$326K 0.05%
13,537
-314
292
$325K 0.05%
13,500
293
$313K 0.05%
30,000
294
$313K 0.05%
3,589
295
$311K 0.05%
12,403
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296
$304K 0.05%
11,066
-1,270
297
$301K 0.05%
1,755
-226
298
$291K 0.05%
15,843
-1,972
299
$290K 0.05%
4,236
-2,482
300
$284K 0.05%
6,785
-838
10 11
12
13 14