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
$806M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$5.76M
3
+$4.46M
4
WMT icon
Walmart Inc
WMT
+$4.39M
5
ARRY icon
Array Technologies
ARRY
+$4.05M

Top Sells

1
+$21.2M
2
+$4.63M
3
+$4.06M
4
CERN
Cerner Corp
CERN
+$4.03M
5
CRSP icon
CRISPR Therapeutics
CRSP
+$3.51M

Sector Composition

1 Technology 26.86%
2 Healthcare 17.34%
3 Industrials 12.57%
4 Consumer Discretionary 10.93%
5 Materials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7K ﹤0.01%
100
452
$6K ﹤0.01%
73
453
$6K ﹤0.01%
62
454
$5K ﹤0.01%
159
455
$5K ﹤0.01%
99
456
$5K ﹤0.01%
20
457
$4K ﹤0.01%
84
458
$4K ﹤0.01%
75
459
$4K ﹤0.01%
17
-6,393
460
$4K ﹤0.01%
218
+2
461
$4K ﹤0.01%
29
-9,805
462
$3K ﹤0.01%
52
-17,823
463
$3K ﹤0.01%
20
-7,446
464
$3K ﹤0.01%
85
465
$3K ﹤0.01%
390
-138,523
466
$3K ﹤0.01%
18
-81
467
$2K ﹤0.01%
145
-51,393
468
$2K ﹤0.01%
120
469
$2K ﹤0.01%
25
470
$2K ﹤0.01%
120
-42,630
471
$1K ﹤0.01%
78
472
$1K ﹤0.01%
27
-9,798
473
$1K ﹤0.01%
6
-2,224
474
– –
-31
475
– –
-236,664
17 18
19
20 21