EIM
Essex Investment Management Portfolio holdings
AUM
$550M
This Quarter Return
+34.73%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$806M
AUM Growth
+$806M
(+15%)
Cap. Flow
-$45.9M
Cap. Flow
% of AUM
-5.7%
Top 10 Holdings %
Top 10 Hldgs %
15.88%
Holding
531
New
52
Increased
74
Reduced
248
Closed
50
Top Buys
| 1 |
Sunrun
RUN
|
$18.9M |
| 2 |
BP
BP
|
$5.76M |
| 3 |
SIVB
SVB Financial Group
SIVB
|
$4.46M |
| 4 |
Walmart
WMT
|
$4.39M |
| 5 |
Array Technologies
ARRY
|
$4.05M |
Top Sells
| 1 |
VSLR
VIVINT SOLAR, INC.
VSLR
|
$21.2M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
$4.63M |
| 3 |
Alibaba
BABA
|
$4.06M |
| 4 |
CERN
Cerner Corp
CERN
|
$4.03M |
| 5 |
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% |