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
$610M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.81M
3
+$5.04M
4
TWST icon
Twist Bioscience
TWST
+$4.63M
5
LRCX icon
Lam Research
LRCX
+$4.58M

Top Sells

1
+$6.06M
2
+$5.43M
3
+$4.85M
4
BABA icon
Alibaba
BABA
+$4.54M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$4.15M

Sector Composition

1 Technology 26.64%
2 Healthcare 20.02%
3 Industrials 11.88%
4 Consumer Discretionary 11.5%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$43K 0.01%
6,025
+500
352
$42K 0.01%
1,480
-419
353
$41K 0.01%
1,318
354
$38K 0.01%
430
355
$37K 0.01%
901
-19
356
$34K 0.01%
1,054
357
$28K ﹤0.01%
402
358
$27K ﹤0.01%
500
359
$27K ﹤0.01%
20,000
360
$27K ﹤0.01%
1,000
361
$23K ﹤0.01%
+320
362
$23K ﹤0.01%
390
363
$23K ﹤0.01%
+77
364
$22K ﹤0.01%
450
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365
$22K ﹤0.01%
1,191
366
$20K ﹤0.01%
757
-19
367
$19K ﹤0.01%
219
368
$17K ﹤0.01%
83
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369
$17K ﹤0.01%
141
370
$16K ﹤0.01%
+319
371
$16K ﹤0.01%
+91
372
$16K ﹤0.01%
1,500
373
$15K ﹤0.01%
+387
374
$15K ﹤0.01%
156
375
$15K ﹤0.01%
103
13 14
15
16 17