EIM
Essex Investment Management Portfolio holdings
AUM
$550M
1-Year Return
61.92%
This Quarter Return
+6.85%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$699M
AUM Growth
+$60.6M
(+9.5%)
Cap. Flow
+$37.7M
Cap. Flow
% of AUM
5.4%
Top 10 Holdings %
Top 10 Hldgs %
19.87%
Holding
397
New
51
Increased
131
Reduced
115
Closed
57
Top Buys
| 1 |
RTN
Raytheon Company
RTN
|
+$5.09M |
| 2 |
Lantheus
LNTH
|
+$3.92M |
| 3 |
Diamondback Energy
FANG
|
+$3.65M |
| 4 |
Kornit Digital
KRNT
|
+$2.94M |
| 5 |
Alibaba
BABA
|
+$2.88M |
Top Sells
| 1 |
APC
Anadarko Petroleum
APC
|
+$4.78M |
| 2 |
SPLK
Splunk Inc
SPLK
|
+$4.31M |
| 3 |
Devon Energy
DVN
|
+$4.22M |
| 4 |
APA Corp
APA
|
+$4.01M |
| 5 |
B
Barrick Mining Corporation
B
|
+$3.79M |
Sector Composition
| 1 | Technology | 24.88% |
| 2 | Healthcare | 16.14% |
| 3 | Industrials | 15.57% |
| 4 | Consumer Discretionary | 11.23% |
| 5 | Financials | 9.79% |
