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
426
-47,342
427
-21,878
428
-34,422
429
-28,822
430
-4,033
431
-111,654
432
-6,794
433
-5,254
434
-15,835
435
-962
436
-184
437
-291
438
-34,369
439
-4,893
440
-4,200
441
-1,000
442
-8,754
443
-43
444
-6,519
445
-97,926
446
-7,683
447
-263,800
448
-47,189
449
-424,285
450
-15