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
$610M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.81M
3
+$5.04M
4
TWST icon
Twist Bioscience
TWST
+$4.63M
5
LRCX icon
Lam Research
LRCX
+$4.58M

Top Sells

1
+$6.06M
2
+$5.43M
3
+$4.85M
4
BABA icon
Alibaba
BABA
+$4.54M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$4.15M

Sector Composition

1 Technology 26.64%
2 Healthcare 20.02%
3 Industrials 11.88%
4 Consumer Discretionary 11.5%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$243K 0.04%
4,404
+673
302
$242K 0.04%
2,611
+45
303
$242K 0.04%
+7,007
304
$237K 0.04%
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-20
305
$234K 0.04%
5,141
-1,384
306
$226K 0.04%
3,923
-1,039
307
$221K 0.04%
68,910
308
$214K 0.04%
10,000
309
$204K 0.03%
2,550
310
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311
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312
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314
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315
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+3,076
316
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319
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1,124
320
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321
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322
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1,729
323
– –
0
324
$149K 0.02%
1,680
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325
$124K 0.02%
2,400
11 12
13
14 15