EIM
Essex Investment Management Portfolio holdings
AUM $550M
1-Year Return
61.92%
This Quarter Return
+8.14%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$758M
AUM Growth
+$22.5M
(+3.1%)
Cap. Flow
-$13.1M
Cap. Flow
% of AUM
-1.72%
Top 10 Holdings %
Top 10 Hldgs %
18.02%
Holding
407
New
54
Increased
79
Reduced
159
Closed
52
Top Buys
| 1 |
RSPP
RSP Permian, Inc.
RSPP
|
+$5.39M |
| 2 |
Illumina
ILMN
|
+$5.08M |
| 3 |
JAG
Jagged Peak Energy Inc.
JAG
|
+$4.79M |
| 4 |
Walt Disney
DIS
|
+$3.21M |
| 5 |
Chevron
CVX
|
+$2.62M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
+$9.55M |
| 2 |
Apple
AAPL
|
+$4.98M |
| 3 |
Amazon
AMZN
|
+$4.36M |
| 4 |
Schlumberger
SLB
|
+$4.3M |
| 5 |
Gilead Sciences
GILD
|
+$3.85M |
Sector Composition
| 1 | Technology | 22.71% |
| 2 | Healthcare | 16.05% |
| 3 | Industrials | 14.38% |
| 4 | Consumer Discretionary | 11.88% |
| 5 | Financials | 10.37% |