EIM

Essex Investment Management Portfolio holdings

AUM $550M
1-Year Est. Return 61.92%
This Quarter Est. Return
1 Year Est. Return
+61.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$729M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$6.04M
3
+$4.16M
4
CRSP icon
CRISPR Therapeutics
CRSP
+$4.03M
5
UBER icon
Uber
UBER
+$3.47M

Top Sells

1
+$14.8M
2
+$6.21M
3
+$4.63M
4
FCX icon
Freeport-McMoran
FCX
+$4.34M
5
AEM icon
Agnico Eagle Mines
AEM
+$4.08M

Sector Composition

1 Technology 19.94%
2 Healthcare 16.32%
3 Industrials 14.11%
4 Consumer Discretionary 8.98%
5 Communication Services 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.66M 0.64%
76,847
+5,974
27
$4.55M 0.62%
56,278
-1,644
28
$4.53M 0.62%
286,996
-105,808
29
$4.38M 0.6%
54,586
+51,856
30
$4.19M 0.57%
421,230
+42,987
31
$4.12M 0.57%
135,960
+9,673
32
$4.08M 0.56%
71,845
-853
33
$4.07M 0.56%
19,909
-103
34
$4.05M 0.56%
33,685
-378
35
$4.03M 0.55%
+85,599
36
$3.89M 0.53%
88,887
+25,464
37
$3.86M 0.53%
615,920
+214,602
38
$3.81M 0.52%
224,623
-77,059
39
$3.64M 0.5%
40,680
-972
40
$3.63M 0.5%
91,303
+34,855
41
$3.56M 0.49%
271,980
+252,756
42
$3.53M 0.48%
53,754
-1,354
43
$3.51M 0.48%
37,659
+8,700
44
$3.47M 0.48%
+74,731
45
$3.46M 0.48%
+131,055
46
$3.42M 0.47%
54,020
-53,489
47
$3.36M 0.46%
117,537
+17,131
48
$3.33M 0.46%
181,568
-25,183
49
$3.31M 0.45%
464,164
+67,212
50
$3.3M 0.45%
85,579
-2,278
1
2
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