EIM

Essex Investment Management Portfolio holdings

AUM $550M
1-Year Est. Return 61.92%
This Quarter Est. Return
1 Year Est. Return
+61.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$729M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$6.04M
3
+$4.16M
4
CRSP icon
CRISPR Therapeutics
CRSP
+$4.03M
5
UBER icon
Uber
UBER
+$3.47M

Top Sells

1
+$14.8M
2
+$6.21M
3
+$4.63M
4
FCX icon
Freeport-McMoran
FCX
+$4.34M
5
AEM icon
Agnico Eagle Mines
AEM
+$4.08M

Sector Composition

1 Technology 19.94%
2 Healthcare 16.32%
3 Industrials 14.11%
4 Consumer Discretionary 8.98%
5 Communication Services 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.21M 0.44%
626,069
+80,790
52
$3.2M 0.44%
25,049
-3,587
53
$3.19M 0.44%
185,403
+18,679
54
$3.12M 0.43%
74,120
55
$3.1M 0.43%
46,715
-2,399
56
$3.09M 0.42%
+123,391
57
$3.08M 0.42%
501,786
+72,924
58
$3.06M 0.42%
293,598
+65,812
59
$3.05M 0.42%
44,599
-435
60
$3.03M 0.42%
145,677
-30,978
61
$2.94M 0.4%
150,805
+15,714
62
$2.93M 0.4%
38,225
63
$2.91M 0.4%
46,472
+35,404
64
$2.9M 0.4%
118,318
+17,252
65
$2.89M 0.4%
41,011
-3,254
66
$2.84M 0.39%
103,097
-46,334
67
$2.83M 0.39%
86,162
-2,775
68
$2.82M 0.39%
73,334
-10,856
69
$2.82M 0.39%
153,001
-22,963
70
$2.79M 0.38%
207,991
+30,117
71
$2.79M 0.38%
148,566
+13,222
72
$2.78M 0.38%
31,721
-1,224
73
$2.69M 0.37%
98,462
+14,224
74
$2.67M 0.37%
477,542
+288,513
75
$2.66M 0.36%
+11,840
1 2
3
4 5