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
$860M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$6.64M
3
+$5.09M
4
DDD icon
3D Systems Corp
DDD
+$5.04M
5
F icon
Ford
F
+$4.86M

Top Sells

1
+$9.17M
2
+$5.03M
3
+$4.56M
4
AMN icon
AMN Healthcare
AMN
+$3.98M
5
EVR icon
Evercore
EVR
+$3.98M

Sector Composition

1 Technology 23.26%
2 Healthcare 16.83%
3 Industrials 15.77%
4 Consumer Discretionary 11.1%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$52K 0.01%
744
-65
352
$47K 0.01%
4,441
353
$47K 0.01%
199
354
$43K 0.01%
1,054
355
$42K ﹤0.01%
10,000
356
$42K ﹤0.01%
2,944
-609
357
$41K ﹤0.01%
1,459
358
$40K ﹤0.01%
320
359
$40K ﹤0.01%
402
360
$38K ﹤0.01%
430
361
$33K ﹤0.01%
734
362
$31K ﹤0.01%
73
363
$30K ﹤0.01%
203
364
$30K ﹤0.01%
187
365
$29K ﹤0.01%
750
366
$29K ﹤0.01%
+2,500
367
$27K ﹤0.01%
94
368
$27K ﹤0.01%
175
369
$27K ﹤0.01%
593
370
$26K ﹤0.01%
390
371
$25K ﹤0.01%
341
372
$24K ﹤0.01%
141
373
$23K ﹤0.01%
156
374
$23K ﹤0.01%
103
375
$23K ﹤0.01%
123
13 14
15
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