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
$860M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$6.64M
3
+$5.09M
4
DDD icon
3D Systems Corp
DDD
+$5.04M
5
F icon
Ford
F
+$4.86M

Top Sells

1
+$9.17M
2
+$5.03M
3
+$4.56M
4
AMN icon
AMN Healthcare
AMN
+$3.98M
5
EVR icon
Evercore
EVR
+$3.98M

Sector Composition

1 Technology 23.26%
2 Healthcare 16.83%
3 Industrials 15.77%
4 Consumer Discretionary 11.1%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$8K ﹤0.01%
127
402
$8K ﹤0.01%
277
403
$8K ﹤0.01%
100
404
$8K ﹤0.01%
35
405
$7K ﹤0.01%
159
406
$6K ﹤0.01%
99
407
$6K ﹤0.01%
20
408
$6K ﹤0.01%
222
+2
409
$4K ﹤0.01%
84
410
$4K ﹤0.01%
+120
411
$3K ﹤0.01%
18
412
$3K ﹤0.01%
85
413
$3K ﹤0.01%
25
414
$2K ﹤0.01%
78
415
$1K ﹤0.01%
17
416
$1K ﹤0.01%
+12
417
– –
-158,476
418
– –
-231,439
419
– –
-25,099
420
– –
-22,000
421
– –
-86,602
422
– –
-16,177
423
– –
-4
424
– –
-150,574
425
– –
-10,543
15 16
17
18 19