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
$806M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$5.76M
3
+$4.46M
4
WMT icon
Walmart Inc
WMT
+$4.39M
5
ARRY icon
Array Technologies
ARRY
+$4.05M

Top Sells

1
+$21.2M
2
+$4.63M
3
+$4.06M
4
CERN
Cerner Corp
CERN
+$4.03M
5
CRSP icon
CRISPR Therapeutics
CRSP
+$3.51M

Sector Composition

1 Technology 26.86%
2 Healthcare 17.34%
3 Industrials 12.57%
4 Consumer Discretionary 10.93%
5 Materials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$434K 0.05%
10,383
-3,161
302
$428K 0.05%
1,913
303
$408K 0.05%
38,625
-23,044
304
$408K 0.05%
22,551
-13,743
305
$398K 0.05%
5,141
306
$396K 0.05%
10,302
307
$389K 0.05%
24,495
-28,599
308
$387K 0.05%
2,700
309
$387K 0.05%
48,490
-243
310
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6,697
-94
311
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95,839
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312
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9,664
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313
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4,178
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314
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3,119
315
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4,459
316
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2,393
317
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10,843
-25
318
$308K 0.04%
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319
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7,352
320
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321
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+120,978
322
$288K 0.04%
184,507
-110,464
323
$287K 0.04%
3,922
324
$282K 0.04%
2,611
325
$282K 0.04%
+99,046
11 12
13
14 15