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
326
$210K 0.02%
833
-261
327
$180K 0.02%
1,541
328
$153K 0.02%
1,337
329
$145K 0.02%
2,400
330
$142K 0.02%
712
331
$127K 0.01%
798
332
$123K 0.01%
+487
333
$118K 0.01%
966
334
$116K 0.01%
827
335
$114K 0.01%
1,785
-12,918
336
$113K 0.01%
1,482
-34
337
$110K 0.01%
805
338
$97K 0.01%
1,152
339
$95K 0.01%
864
340
$92K 0.01%
1,522
341
$91K 0.01%
3,772
342
$81K 0.01%
1,527
343
$80K 0.01%
70
344
$78K 0.01%
1,000
345
$77K 0.01%
497
346
$77K 0.01%
1,048
347
$71K 0.01%
180
348
$70K 0.01%
339
349
$63K 0.01%
1,283
350
$61K 0.01%
791
12 13
14
15 16