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
401
$7K ﹤0.01%
130
-65
402
$7K ﹤0.01%
36
403
$6K ﹤0.01%
127
404
$6K ﹤0.01%
150
405
$6K ﹤0.01%
+277
406
$4K ﹤0.01%
99
407
$3K ﹤0.01%
84
408
$3K ﹤0.01%
85
409
$3K ﹤0.01%
214
-1
410
$2K ﹤0.01%
120
411
$2K ﹤0.01%
18
412
$2K ﹤0.01%
25
413
$1K ﹤0.01%
5
414
$1K ﹤0.01%
19
-26
415
$1K ﹤0.01%
78
416
– –
-28,721
417
– –
-50,592
418
– –
-68,123
419
– –
-30,610
420
$0 ﹤0.01%
41
-35
421
– –
-71,422
422
– –
-83,195
423
– –
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424
– –
-35,868
425
– –
-147,859
15 16
17
18 19