EIM
Essex Investment Management Portfolio holdings
AUM $550M
1-Year Return
61.92%
This Quarter Return
+11.41%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$851M
AUM Growth
+$52M
(+6.5%)
Cap. Flow
+$3.82M
Cap. Flow
% of AUM
0.45%
Top 10 Holdings %
Top 10 Hldgs %
17.76%
Holding
460
New
64
Increased
129
Reduced
111
Closed
62
Top Buys
| 1 |
CGC
Canopy Growth
CGC
|
+$11.7M |
| 2 |
Biogen
BIIB
|
+$7.17M |
| 3 |
Innovative Industrial Properties
IIPR
|
+$4.25M |
| 4 |
CXO
CONCHO RESOURCES INC.
CXO
|
+$4.09M |
| 5 |
Walt Disney
DIS
|
+$3.18M |
Top Sells
| 1 |
Halliburton
HAL
|
+$7.99M |
| 2 |
United Rentals
URI
|
+$6.4M |
| 3 |
MZOR
Mazor Robotics Ltd.
MZOR
|
+$4.52M |
| 4 |
BECN
Beacon Roofing Supply, Inc.
BECN
|
+$4.33M |
| 5 |
Tandem Diabetes Care
TNDM
|
+$3.97M |
Sector Composition
| 1 | Healthcare | 24.76% |
| 2 | Technology | 20.78% |
| 3 | Industrials | 11.62% |
| 4 | Consumer Discretionary | 10.01% |
| 5 | Financials | 7.37% |
