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
426
$20K ﹤0.01%
680
427
$19K ﹤0.01%
100
-100
428
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750
429
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197
+5
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$16K ﹤0.01%
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432
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433
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$14K ﹤0.01%
191
436
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135
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$13K ﹤0.01%
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$12K ﹤0.01%
504
439
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20,000
440
$10K ﹤0.01%
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441
$9K ﹤0.01%
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$9K ﹤0.01%
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$8K ﹤0.01%
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89
446
$7K ﹤0.01%
150
447
$7K ﹤0.01%
69
-548
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$6K ﹤0.01%
30
449
$6K ﹤0.01%
56
-50
450
$6K ﹤0.01%
127
16 17
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