EIM
Essex Investment Management Portfolio holdings
AUM
$550M
1-Year Return
61.92%
This Quarter Return
-13.04%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$494M
AUM Growth
-$319M
(-39%)
Cap. Flow
-$173M
Cap. Flow
% of AUM
-35.04%
Top 10 Holdings %
Top 10 Hldgs %
20.47%
Holding
516
New
41
Increased
53
Reduced
200
Closed
123
Top Buys
| 1 |
Netflix
NFLX
|
+$6.44M |
| 2 |
VeriSign
VRSN
|
+$5.92M |
| 3 |
SPDR Gold Trust
GLD
|
+$4.81M |
| 4 |
Zoom
ZM
|
+$3.82M |
| 5 |
Visa
V
|
+$3.31M |
Top Sells
| 1 |
RTN
Raytheon Company
RTN
|
+$13.6M |
| 2 |
Morgan Stanley
MS
|
+$9.91M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$7.37M |
| 4 |
JPMorgan Chase
JPM
|
+$7.33M |
| 5 |
Walt Disney
DIS
|
+$6.22M |
Sector Composition
| 1 | Technology | 26.82% |
| 2 | Healthcare | 21.24% |
| 3 | Consumer Discretionary | 12.21% |
| 4 | Industrials | 11.58% |
| 5 | Financials | 6.15% |
