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
301
$374K 0.04%
4,101
-1,225
302
$373K 0.04%
10,049
-253
303
$367K 0.04%
1,963
-37
304
$363K 0.04%
+6,220
305
$335K 0.04%
164,995
-60,654
306
$326K 0.04%
7,167
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307
$314K 0.04%
3,812
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308
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2,937
-78
309
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310
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11,210
311
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16,438
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312
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+7,833
313
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19,024
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314
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4,309
315
$271K 0.03%
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317
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320
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10,141
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321
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2,384
322
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1,126
323
$224K 0.03%
1,347
324
$223K 0.03%
1,124
325
$223K 0.03%
1,445
-7,095
11 12
13
14 15