EIM
Essex Investment Management Portfolio holdings
AUM $550M
1-Year Return
61.92%
This Quarter Return
+43.31%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$610M
AUM Growth
+$116M
(+24%)
Cap. Flow
-$45.7M
Cap. Flow
% of AUM
-7.49%
Top 10 Holdings %
Top 10 Hldgs %
19.2%
Holding
469
New
76
Increased
35
Reduced
215
Closed
46
Top Buys
| 1 |
Newmont
NEM
|
+$6.2M |
| 2 |
Applied Materials
AMAT
|
+$5.81M |
| 3 |
Netflix
NFLX
|
+$5.04M |
| 4 |
Twist Bioscience
TWST
|
+$4.63M |
| 5 |
Lam Research
LRCX
|
+$4.58M |
Top Sells
| 1 |
Zoom
ZM
|
+$6.06M |
| 2 |
SPDR Gold Trust
GLD
|
+$5.43M |
| 3 |
Amazon
AMZN
|
+$4.85M |
| 4 |
Alibaba
BABA
|
+$4.54M |
| 5 |
Regeneron Pharmaceuticals
REGN
|
+$4.15M |
Sector Composition
| 1 | Technology | 26.64% |
| 2 | Healthcare | 20.02% |
| 3 | Industrials | 11.88% |
| 4 | Consumer Discretionary | 11.5% |
| 5 | Communication Services | 6.98% |