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
$806M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$5.76M
3
+$4.46M
4
WMT icon
Walmart Inc
WMT
+$4.39M
5
ARRY icon
Array Technologies
ARRY
+$4.05M

Top Sells

1
+$21.2M
2
+$4.63M
3
+$4.06M
4
CERN
Cerner Corp
CERN
+$4.03M
5
CRSP icon
CRISPR Therapeutics
CRSP
+$3.51M

Sector Composition

1 Technology 26.86%
2 Healthcare 17.34%
3 Industrials 12.57%
4 Consumer Discretionary 10.93%
5 Materials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$198K 0.02%
1,124
352
$191K 0.02%
1,135
-2,877
353
$177K 0.02%
3,318
-646
354
$176K 0.02%
10,765
355
$165K 0.02%
+4,988
356
$165K 0.02%
46,952
-28,752
357
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2,400
358
$142K 0.02%
1,337
359
$136K 0.02%
712
360
$135K 0.02%
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361
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986
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362
$131K 0.02%
2,355
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363
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783
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364
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16,866
365
$111K 0.01%
2,057
-13,410
366
– –
0
367
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368
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369
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$98K 0.01%
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371
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17,009
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372
$89K 0.01%
864
373
$88K 0.01%
1,174
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374
$87K 0.01%
1,527
375
$86K 0.01%
304
13 14
15
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