EIM
Essex Investment Management Portfolio holdings
AUM
$550M
1-Year Return
61.92%
This Quarter Return
+27.97%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$699M
AUM Growth
+$88.7M
(+15%)
Cap. Flow
-$11.1M
Cap. Flow
% of AUM
-1.59%
Top 10 Holdings %
Top 10 Hldgs %
17.93%
Holding
520
New
97
Increased
130
Reduced
144
Closed
40
Top Buys
| 1 |
CERN
Cerner Corp
CERN
|
+$4.03M |
| 2 |
Freeport-McMoran
FCX
|
+$3.93M |
| 3 |
Albemarle
ALB
|
+$3.53M |
| 4 |
Aspen Aerogels
ASPN
|
+$3.36M |
| 5 |
LTHM
Livent Corporation
LTHM
|
+$2.78M |
Top Sells
| 1 |
VSLR
VIVINT SOLAR, INC.
VSLR
|
+$14.1M |
| 2 |
Applied Materials
AMAT
|
+$5.81M |
| 3 |
Alibaba
BABA
|
+$5.3M |
| 4 |
Tesla
TSLA
|
+$5.05M |
| 5 |
Netflix
NFLX
|
+$4.67M |
Sector Composition
| 1 | Technology | 23.68% |
| 2 | Healthcare | 18.86% |
| 3 | Industrials | 14.97% |
| 4 | Consumer Discretionary | 12.74% |
| 5 | Materials | 7.13% |
