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
$758M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$5.08M
3
+$4.79M
4
DIS icon
Walt Disney
DIS
+$3.21M
5
CVX icon
Chevron
CVX
+$2.62M

Top Sells

1
+$9.55M
2
+$4.98M
3
+$4.36M
4
SLB icon
SLB Ltd
SLB
+$4.3M
5
GILD icon
Gilead Sciences
GILD
+$3.85M

Sector Composition

1 Technology 22.71%
2 Healthcare 16.05%
3 Industrials 14.38%
4 Consumer Discretionary 11.88%
5 Financials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$92K 0.01%
+49,388
352
$90K 0.01%
+4,348
353
$71K 0.01%
+12,164
354
$31K ﹤0.01%
10,000
355
$14K ﹤0.01%
20,000
356
– –
-11,634
357
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-66,070
358
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-48,068
359
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-4,173
360
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-16,880
361
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-34,040
362
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-74,641
363
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-5,298
364
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-16,066
365
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-139,009
366
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-12,603
367
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-59,819
368
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-87,579
369
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-98,076
370
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-9,068
371
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-18,103
372
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-1,912
373
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-897
374
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-74,122
375
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-16,435
13 14
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16 17