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
$607M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$5.68M
3
+$5.63M
4
DIS icon
Walt Disney
DIS
+$5.6M
5
SIVB
SVB Financial Group
SIVB
+$4.05M

Top Sells

1
+$8.31M
2
+$7.29M
3
+$7.18M
4
LLY icon
Eli Lilly
LLY
+$6.96M
5
AGN
Allergan plc
AGN
+$5.66M

Sector Composition

1 Technology 26.07%
2 Healthcare 14.08%
3 Industrials 10.62%
4 Energy 10.51%
5 Consumer Discretionary 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.84M 0.47%
55,461
-2,554
52
$2.81M 0.46%
48,514
+22,004
53
$2.78M 0.46%
86,562
54
$2.78M 0.46%
53,945
-47,509
55
$2.75M 0.45%
+17,980
56
$2.6M 0.43%
279,896
+25,800
57
$2.57M 0.42%
62,110
+26,772
58
$2.56M 0.42%
+225,600
59
$2.54M 0.42%
51,038
+21,215
60
$2.52M 0.42%
66,936
+30,579
61
$2.5M 0.41%
36,543
+4,454
62
$2.48M 0.41%
83,680
+77,152
63
$2.47M 0.41%
71,992
-66,907
64
$2.4M 0.4%
58,218
65
$2.39M 0.39%
103,603
+53,544
66
$2.37M 0.39%
20,605
-63,382
67
$2.33M 0.38%
79,550
-5,398
68
$2.27M 0.37%
67,100
+11,800
69
$2.26M 0.37%
57,169
+500
70
$2.25M 0.37%
33,465
+14,857
71
$2.25M 0.37%
50,573
72
$2.22M 0.37%
9,623
-429
73
$2.13M 0.35%
108,928
+34,520
74
$2.12M 0.35%
39,776
-40
75
$2.11M 0.35%
31,245
1 2
3
4 5