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
$610M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.81M
3
+$5.04M
4
TWST icon
Twist Bioscience
TWST
+$4.63M
5
LRCX icon
Lam Research
LRCX
+$4.58M

Top Sells

1
+$6.06M
2
+$5.43M
3
+$4.85M
4
BABA icon
Alibaba
BABA
+$4.54M
5
REGN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.62M 0.76%
24,681
+15,112
27
$4.61M 0.76%
77,217
+11,857
28
$4.58M 0.75%
+141,600
29
$4.5M 0.74%
122,655
+28,700
30
$4.43M 0.73%
123,152
-29,700
31
$4.27M 0.7%
122,936
-1,213
32
$4.22M 0.69%
21,346
-10,780
33
$3.93M 0.64%
242,707
-1,995
34
$3.85M 0.63%
38,383
-11,376
35
$3.72M 0.61%
111,958
-15,958
36
$3.64M 0.6%
+241,634
37
$3.62M 0.59%
50,340
-32,670
38
$3.62M 0.59%
68,341
-8,303
39
$3.56M 0.58%
33,386
-5,923
40
$3.48M 0.57%
305,624
-61,030
41
$3.43M 0.56%
58,960
-11,481
42
$3.4M 0.56%
519,353
-2,165
43
$3.39M 0.56%
17,565
-5,638
44
$3.39M 0.56%
46,329
-21,934
45
$3.35M 0.55%
348,250
-41,267
46
$3.34M 0.55%
44,099
47
$3.34M 0.55%
35,478
+22,530
48
$3.32M 0.54%
33,579
-162
49
$3.32M 0.54%
27,206
-6,455
50
$3.29M 0.54%
65,920
-4,503
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