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
$729M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$6.04M
3
+$4.16M
4
CRSP icon
CRISPR Therapeutics
CRSP
+$4.03M
5
UBER icon
Uber
UBER
+$3.47M

Top Sells

1
+$14.8M
2
+$6.21M
3
+$4.63M
4
FCX icon
Freeport-McMoran
FCX
+$4.34M
5
AEM icon
Agnico Eagle Mines
AEM
+$4.08M

Sector Composition

1 Technology 19.94%
2 Healthcare 16.32%
3 Industrials 14.11%
4 Consumer Discretionary 8.98%
5 Communication Services 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$16K ﹤0.01%
141
427
$16K ﹤0.01%
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428
$15K ﹤0.01%
+500
429
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20,000
431
$13K ﹤0.01%
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504
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$11K ﹤0.01%
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30
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441
$5K ﹤0.01%
45
-1,040
442
$5K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
40
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$4K ﹤0.01%
402
447
$3K ﹤0.01%
78
448
$3K ﹤0.01%
85
449
$3K ﹤0.01%
35
450
$2K ﹤0.01%
18
16 17
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19 20