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
276
$509K 0.06%
11,758
277
$508K 0.06%
5,547
278
$507K 0.06%
111,859
+822
279
$507K 0.06%
+10,346
280
$500K 0.06%
81,859
+762
281
$499K 0.06%
10,368
-450
282
$494K 0.06%
51,364
+32,428
283
$493K 0.06%
8
284
$489K 0.06%
1,263
-50
285
$484K 0.06%
+25,000
286
$476K 0.06%
+2,100
287
$474K 0.06%
3,921
-104
288
$471K 0.05%
44,009
289
$447K 0.05%
+44,171
290
$444K 0.05%
4,327
-82
291
$428K 0.05%
9,405
292
$421K 0.05%
+134,878
293
$413K 0.05%
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294
$407K 0.05%
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295
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+5,204
296
$405K 0.05%
2,625
-75
297
$399K 0.05%
4,380
-79
298
$396K 0.05%
1,881
-54
299
$391K 0.05%
5,668
+1,587
300
$384K 0.04%
+9,377
10 11
12
13 14