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
326
$279K 0.03%
127,570
-122,430
327
$275K 0.03%
+8,085
328
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750
329
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330
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-21,561
331
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-12
332
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333
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334
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335
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9,477
-7
336
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337
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22,437
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338
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6,187
339
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340
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2,000
341
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342
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343
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344
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345
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346
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347
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3
348
$223K 0.03%
+40,000
349
$222K 0.03%
1,531
-149
350
$218K 0.03%
2,384
12 13
14
15 16