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
$607M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$5.68M
3
+$5.63M
4
DIS icon
Walt Disney
DIS
+$5.6M
5
SIVB
SVB Financial Group
SIVB
+$4.05M

Top Sells

1
+$8.31M
2
+$7.29M
3
+$7.18M
4
LLY icon
Eli Lilly
LLY
+$6.96M
5
AGN
Allergan plc
AGN
+$5.66M

Sector Composition

1 Technology 26.07%
2 Healthcare 14.08%
3 Industrials 10.62%
4 Energy 10.51%
5 Consumer Discretionary 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$280K 0.05%
+3,553
302
$277K 0.05%
40,000
303
$277K 0.05%
10,000
304
$273K 0.05%
15,664
-179
305
$268K 0.04%
7,929
306
$231K 0.04%
+2,252
307
$222K 0.04%
20,129
-163,771
308
$217K 0.04%
+14,322
309
$209K 0.03%
+3,455
310
$208K 0.03%
7,682
-576
311
$204K 0.03%
+2,879
312
$204K 0.03%
+2,807
313
$202K 0.03%
+4,500
314
$201K 0.03%
+5,528
315
$199K 0.03%
79,087
+67,040
316
$176K 0.03%
+55,473
317
$175K 0.03%
+10,880
318
$170K 0.03%
+41,733
319
$169K 0.03%
+27,723
320
$149K 0.02%
18,455
+15,644
321
$143K 0.02%
+24,086
322
$135K 0.02%
+24,290
323
$128K 0.02%
+46,529
324
$125K 0.02%
+25,356
325
$122K 0.02%
+67,632
11 12
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