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
$799M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$7.34M
3
+$3.68M
4
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$3.44M
5
NTRA icon
Natera
NTRA
+$3.28M

Top Sells

1
+$7.15M
2
+$6.98M
3
+$4.67M
4
FANG icon
Diamondback Energy
FANG
+$3.79M
5
LUV icon
Southwest Airlines
LUV
+$3.78M

Sector Composition

1 Technology 20.93%
2 Healthcare 20.58%
3 Industrials 13.16%
4 Consumer Discretionary 10.38%
5 Energy 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$261K 0.03%
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-58
352
$258K 0.03%
90,622
+20,382
353
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354
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357
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358
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361
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$211K 0.03%
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