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
$621M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$8.63M
3
+$7.51M
4
MSFT icon
Microsoft
MSFT
+$6.61M
5
AX icon
Axos Financial
AX
+$6.38M

Top Sells

1
+$11.7M
2
+$9.43M
3
+$7.98M
4
B
Barrick Mining
B
+$6.57M
5
GOLD
Randgold Resources Ltd
GOLD
+$5.1M

Sector Composition

1 Technology 26.01%
2 Healthcare 16.33%
3 Energy 9.94%
4 Consumer Discretionary 9.36%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.82M 0.94%
154,105
+46,405
27
$5.68M 0.92%
35,228
+5,928
28
$5.6M 0.9%
+350,179
29
$5.38M 0.87%
138,899
+9,700
30
$5.27M 0.85%
101,454
-485
31
$5.03M 0.81%
53,357
+18,638
32
$4.75M 0.76%
36,881
-15
33
$4.21M 0.68%
72,792
-671
34
$4.19M 0.67%
77,391
-21,316
35
$4.17M 0.67%
75,997
-727
36
$4.14M 0.67%
3,607
-1,378
37
$3.95M 0.64%
50,276
-420
38
$3.85M 0.62%
37,379
-21
39
$3.71M 0.6%
38,404
-15,377
40
$3.67M 0.59%
36,644
-50,930
41
$3.5M 0.56%
25,496
-5,260
42
$3.44M 0.55%
77,697
+22,802
43
$3.43M 0.55%
198,865
-274,491
44
$3.4M 0.55%
58,015
-28,532
45
$3.16M 0.51%
+10,100
46
$3.07M 0.49%
70,596
-38
47
$3M 0.48%
234,020
+71,953
48
$2.99M 0.48%
16,121
-109
49
$2.86M 0.46%
17,144
50
$2.81M 0.45%
24,733
-52
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2
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