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
$758M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$5.08M
3
+$4.79M
4
DIS icon
Walt Disney
DIS
+$3.21M
5
CVX icon
Chevron
CVX
+$2.62M

Top Sells

1
+$9.55M
2
+$4.98M
3
+$4.36M
4
SLB icon
SLB Ltd
SLB
+$4.3M
5
GILD icon
Gilead Sciences
GILD
+$3.85M

Sector Composition

1 Technology 22.71%
2 Healthcare 16.05%
3 Industrials 14.38%
4 Consumer Discretionary 11.88%
5 Financials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.48M 0.46%
88,367
-314
52
$3.48M 0.46%
159,520
+9,136
53
$3.46M 0.46%
101,401
54
$3.46M 0.46%
171,237
+88,753
55
$3.44M 0.45%
68,775
-536
56
$3.43M 0.45%
97,348
57
$3.38M 0.45%
27,042
+20,965
58
$3.38M 0.45%
175,760
-1,690
59
$3.37M 0.44%
177,945
60
$3.37M 0.44%
72,675
+6,235
61
$3.25M 0.43%
362,693
-2,043
62
$3.21M 0.42%
+29,899
63
$3.18M 0.42%
10,788
+72
64
$3.14M 0.41%
35,350
-273
65
$3.13M 0.41%
48,396
66
$3.11M 0.41%
104,634
+71,282
67
$3.11M 0.41%
214,744
+65,423
68
$3.08M 0.41%
38,893
69
$3.04M 0.4%
100,594
+3,404
70
$3.03M 0.4%
362,980
+75,895
71
$2.94M 0.39%
19,252
-196
72
$2.92M 0.39%
299,922
-2,326
73
$2.84M 0.37%
91,747
-267
74
$2.83M 0.37%
325,618
-2,503
75
$2.81M 0.37%
137
-4
1 2
3
4 5