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
376
$23K ﹤0.01%
80
377
$23K ﹤0.01%
934
378
$22K ﹤0.01%
387
379
$22K ﹤0.01%
20,000
380
$21K ﹤0.01%
76
381
$20K ﹤0.01%
135
382
$18K ﹤0.01%
50
-68
383
$18K ﹤0.01%
680
384
$16K ﹤0.01%
460
385
$16K ﹤0.01%
85
386
$16K ﹤0.01%
60
387
$15K ﹤0.01%
53
388
$14K ﹤0.01%
62
389
$14K ﹤0.01%
64
-2,500
390
$12K ﹤0.01%
50
391
$12K ﹤0.01%
191
392
$12K ﹤0.01%
245
393
$11K ﹤0.01%
165
394
$11K ﹤0.01%
102
395
$11K ﹤0.01%
200
396
$11K ﹤0.01%
390
397
$10K ﹤0.01%
200
398
$10K ﹤0.01%
114
399
$9K ﹤0.01%
497
-215
400
$9K ﹤0.01%
150
14 15
16
17 18