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
376
$15K ﹤0.01%
+50
377
$15K ﹤0.01%
284
-46,505
378
$14K ﹤0.01%
+76
379
$14K ﹤0.01%
750
380
$13K ﹤0.01%
+175
381
$13K ﹤0.01%
123
382
$13K ﹤0.01%
680
383
$13K ﹤0.01%
934
-2,961
384
$13K ﹤0.01%
+53
385
$12K ﹤0.01%
504
386
$12K ﹤0.01%
135
387
$12K ﹤0.01%
400
-68,933
388
$12K ﹤0.01%
+341
389
$11K ﹤0.01%
+102
390
$11K ﹤0.01%
85
-269
391
$11K ﹤0.01%
712
392
$11K ﹤0.01%
191
393
$10K ﹤0.01%
62
-198
394
$10K ﹤0.01%
200
395
$10K ﹤0.01%
245
396
$9K ﹤0.01%
+165
397
$8K ﹤0.01%
+390
398
$8K ﹤0.01%
165
399
$7K ﹤0.01%
30
400
$7K ﹤0.01%
300
14 15
16
17 18