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
$621M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$8.63M
3
+$7.51M
4
MSFT icon
Microsoft
MSFT
+$6.61M
5
AX icon
Axos Financial
AX
+$6.38M

Top Sells

1
+$11.7M
2
+$9.43M
3
+$7.98M
4
B
Barrick Mining
B
+$6.57M
5
GOLD
Randgold Resources Ltd
GOLD
+$5.1M

Sector Composition

1 Technology 26.01%
2 Healthcare 16.33%
3 Energy 9.94%
4 Consumer Discretionary 9.36%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.8M 0.45%
64,354
+52,300
52
$2.79M 0.45%
90,934
-28,412
53
$2.77M 0.45%
183,900
-2,502
54
$2.77M 0.45%
+26,200
55
$2.77M 0.45%
65,777
-53
56
$2.75M 0.44%
37,657
-20
57
$2.71M 0.44%
316,948
+182,116
58
$2.69M 0.43%
254,096
-123,400
59
$2.66M 0.43%
10,052
-5,048
60
$2.65M 0.43%
86,562
+658
61
$2.62M 0.42%
99,078
-46
62
$2.55M 0.41%
606,615
-317,249
63
$2.45M 0.39%
+55,300
64
$2.31M 0.37%
121,666
+16,427
65
$2.29M 0.37%
32,089
-3,538
66
$2.29M 0.37%
58,235
-46,733
67
$2.28M 0.37%
+30,822
68
$2.26M 0.36%
25,162
-30
69
$2.25M 0.36%
30,310
-685
70
$2.18M 0.35%
32,799
-75
71
$2.17M 0.35%
86,727
+35,268
72
$2.16M 0.35%
5,375
73
$2.13M 0.34%
15,230
-27
74
$2.11M 0.34%
50,573
+45,253
75
$2.11M 0.34%
105,406
+67,379
1 2
3
4 5