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
$806M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$5.76M
3
+$4.46M
4
WMT icon
Walmart Inc
WMT
+$4.39M
5
ARRY icon
Array Technologies
ARRY
+$4.05M

Top Sells

1
+$21.2M
2
+$4.63M
3
+$4.06M
4
CERN
Cerner Corp
CERN
+$4.03M
5
CRSP icon
CRISPR Therapeutics
CRSP
+$3.51M

Sector Composition

1 Technology 26.86%
2 Healthcare 17.34%
3 Industrials 12.57%
4 Consumer Discretionary 10.93%
5 Materials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$33K ﹤0.01%
+1,000
402
$31K ﹤0.01%
4,941
-1,084
403
$29K ﹤0.01%
745
-12
404
$28K ﹤0.01%
320
405
$25K ﹤0.01%
390
406
$24K ﹤0.01%
203
-16
407
$23K ﹤0.01%
20,000
408
$22K ﹤0.01%
103
409
$21K ﹤0.01%
141
410
$21K ﹤0.01%
750
411
$21K ﹤0.01%
284
412
$21K ﹤0.01%
1,500
413
$20K ﹤0.01%
387
414
$20K ﹤0.01%
156
415
$20K ﹤0.01%
75
416
$18K ﹤0.01%
76
417
$18K ﹤0.01%
135
418
$18K ﹤0.01%
123
419
$18K ﹤0.01%
341
420
$18K ﹤0.01%
934
421
$17K ﹤0.01%
200
422
$17K ﹤0.01%
175
423
$16K ﹤0.01%
53
424
$16K ﹤0.01%
43
+10
425
$15K ﹤0.01%
460
-44
15 16
17
18 19