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
$677M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$7.69M
2
+$5.95M
3
+$5.11M
4
CRON
Cronos Group
CRON
+$5.06M
5
ASGN icon
ASGN Inc
ASGN
+$4.39M

Top Sells

1
+$10.1M
2
+$6.78M
3
+$6.39M
4
ILMN icon
Illumina
ILMN
+$6.24M
5
CORT icon
Corcept Therapeutics
CORT
+$5.39M

Sector Composition

1 Technology 21.63%
2 Healthcare 20.59%
3 Industrials 12.81%
4 Consumer Discretionary 8.35%
5 Materials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$36K 0.01%
153
-22,915
402
$36K 0.01%
402
403
$34K 0.01%
192
404
$34K 0.01%
430
405
$32K ﹤0.01%
1,000
406
$31K ﹤0.01%
500
407
$31K ﹤0.01%
1,574
408
$29K ﹤0.01%
172
-170
409
$29K ﹤0.01%
+874
410
$29K ﹤0.01%
1,500
411
$28K ﹤0.01%
+73
412
$26K ﹤0.01%
191
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413
$26K ﹤0.01%
75
414
$26K ﹤0.01%
220
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415
$25K ﹤0.01%
680
416
$25K ﹤0.01%
390
417
$24K ﹤0.01%
135
418
$24K ﹤0.01%
173
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$24K ﹤0.01%
265
420
$23K ﹤0.01%
108
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421
$22K ﹤0.01%
127
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422
$22K ﹤0.01%
1,191
-71,622
423
$21K ﹤0.01%
2,000
424
$20K ﹤0.01%
65
-3,798
425
$20K ﹤0.01%
127
-125
15 16
17
18 19