We are live on ! Find out more
EIM

Essex Investment Management Portfolio holdings

AUM $632M
1-Year Est. Return 95.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+95.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$715M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$4.84M
3
+$4.77M
4
DIS icon
Walt Disney
DIS
+$4.43M
5
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$4.16M

Top Sells

1
+$9.63M
2
+$8.87M
3
+$8.6M
4
AMGN icon
Amgen
AMGN
+$7.33M
5
CELG
Celgene Corp
CELG
+$6.7M

Sector Composition

1 Technology 26.61%
2 Healthcare 20.8%
3 Industrials 10.5%
4 Communication Services 9.35%
5 Financials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-181,232
352
– –
-120,222
353
– –
-61,862
354
– –
-174,611
355
– –
-85,235
356
– –
-50
357
– –
-81,765
358
– –
-35,887
359
– –
-4,038
360
– –
-11,483
361
– –
-10,612
362
– –
-11,118
363
– –
-66,988
364
– –
-3,540
365
– –
-11,468
366
– –
-23,947
367
– –
-3,915
368
– –
-221,300
369
– –
-7,596
370
– –
-17,918
371
– –
-46,041
11 12 13 14
15