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
$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
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 26.89%
2 Healthcare 17.34%
3 Industrials 12.54%
4 Consumer Discretionary 10.93%
5 Materials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.08M 0.75%
82,406
-27,114
27
$5.76M 0.72%
280,957
+280,807
28
$5.68M 0.71%
31,017
-171
29
$5.63M 0.7%
103,710
+21,222
30
$5.42M 0.67%
110,710
+29,128
31
$5.32M 0.66%
24,565
-2,582
32
$5.22M 0.65%
28,708
-3,533
33
$5.09M 0.63%
47,607
+10,101
34
$5.07M 0.63%
222,517
+72,538
35
$5.01M 0.62%
109,994
+29,037
36
$5.01M 0.62%
107,592
-319
37
$4.92M 0.61%
360,964
+214,861
38
$4.92M 0.61%
32,997
-274
39
$4.9M 0.61%
122,855
-22,280
40
$4.87M 0.6%
261,534
+38,195
41
$4.82M 0.6%
106,750
-19,394
42
$4.76M 0.59%
47,850
-9,842
43
$4.71M 0.58%
42,967
+28,312
44
$4.66M 0.58%
193,361
+48,897
45
$4.59M 0.57%
210,184
-20,095
46
$4.54M 0.56%
59,220
+19,874
47
$4.46M 0.55%
+11,500
48
$4.23M 0.53%
18,000
+3,000
49
$4.23M 0.53%
434,296
-99,943
50
$4.22M 0.52%
361,705
-60,182
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