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
$860M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$6.64M
3
+$5.09M
4
DDD icon
3D Systems Corp
DDD
+$5.04M
5
F icon
Ford
F
+$4.86M

Top Sells

1
+$9.17M
2
+$5.03M
3
+$4.56M
4
AMN icon
AMN Healthcare
AMN
+$3.98M
5
EVR icon
Evercore
EVR
+$3.98M

Sector Composition

1 Technology 23.26%
2 Healthcare 16.83%
3 Industrials 15.77%
4 Consumer Discretionary 11.1%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.87M 0.8%
81,775
-2,411
27
$6.64M 0.77%
+105,285
28
$6.47M 0.75%
284,244
-93,139
29
$6.27M 0.73%
40,329
+12,152
30
$6.25M 0.73%
940,107
+27,230
31
$6.11M 0.71%
238,236
+13,378
32
$6M 0.7%
113,530
-7,350
33
$5.95M 0.69%
104,495
+50,192
34
$5.8M 0.67%
43,525
-8,718
35
$5.8M 0.67%
100,225
-517
36
$5.76M 0.67%
338,711
-29,547
37
$5.75M 0.67%
146,900
+66,203
38
$5.73M 0.67%
121,887
-27,537
39
$5.7M 0.66%
94,220
-10,187
40
$5.6M 0.65%
25,740
-1,686
41
$5.51M 0.64%
95,104
-7,450
42
$5.48M 0.64%
33,836
-1,704
43
$5.46M 0.63%
28,567
-2,045
44
$5.12M 0.6%
45,156
-9,954
45
$5.08M 0.59%
127,011
+9,948
46
$5.04M 0.59%
+126,142
47
$5.04M 0.59%
411,642
-53,032
48
$4.97M 0.58%
219,311
-13,869
49
$4.96M 0.58%
95,035
-10,287
50
$4.9M 0.57%
236,995
+40,369
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