EIM
Essex Investment Management Portfolio holdings
AUM
$550M
1-Year Return
61.92%
This Quarter Return
+10.16%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$638M
AUM Growth
+$31M
(+5.1%)
Cap. Flow
-$6.05M
Cap. Flow
% of AUM
-0.95%
Top 10 Holdings %
Top 10 Hldgs %
20.97%
Holding
402
New
64
Increased
116
Reduced
125
Closed
56
Top Buys
| 1 |
Agnico Eagle Mines
AEM
|
+$5.03M |
| 2 |
B
Barrick Mining Corporation
B
|
+$4.5M |
| 3 |
Cognex
CGNX
|
+$3.07M |
| 4 |
Alibaba
BABA
|
+$3.07M |
| 5 |
Bank of America
BAC
|
+$2.96M |
Top Sells
| 1 |
MBLY
Mobileye N.V.
MBLY
|
+$11.1M |
| 2 |
Apple
AAPL
|
+$5.41M |
| 3 |
RTN
Raytheon Company
RTN
|
+$3.29M |
| 4 |
Devon Energy
DVN
|
+$3.25M |
| 5 |
Nutanix
NTNX
|
+$3.02M |
Sector Composition
| 1 | Technology | 25.25% |
| 2 | Healthcare | 13.79% |
| 3 | Industrials | 12.53% |
| 4 | Consumer Discretionary | 10.67% |
| 5 | Financials | 9.99% |
