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
$610M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.81M
3
+$5.04M
4
TWST icon
Twist Bioscience
TWST
+$4.63M
5
LRCX icon
Lam Research
LRCX
+$4.58M

Top Sells

1
+$6.06M
2
+$5.43M
3
+$4.85M
4
BABA icon
Alibaba
BABA
+$4.54M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$4.15M

Sector Composition

1 Technology 26.64%
2 Healthcare 20.02%
3 Industrials 11.88%
4 Consumer Discretionary 11.5%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.22M 0.53%
78,905
-3,486
52
$3.18M 0.52%
47,342
-1,680
53
$3.09M 0.51%
42,026
-9,345
54
$3.03M 0.5%
39,390
-1,429
55
$3.03M 0.5%
127,492
+17,704
56
$3.02M 0.5%
11,297
-12,327
57
$2.98M 0.49%
+23,516
58
$2.97M 0.49%
98,245
-64,107
59
$2.95M 0.48%
33,500
+70
60
$2.92M 0.48%
6,710
-3,290
61
$2.88M 0.47%
104,669
-505
62
$2.87M 0.47%
7,975
-2,762
63
$2.83M 0.46%
38,481
-15,332
64
$2.81M 0.46%
14,487
-6,908
65
$2.76M 0.45%
25,811
+2,917
66
$2.76M 0.45%
29,003
+14,195
67
$2.73M 0.45%
61,043
+3,594
68
$2.7M 0.44%
183,446
-39,512
69
$2.64M 0.43%
165,263
-656
70
$2.63M 0.43%
74,858
+10,888
71
$2.55M 0.42%
268,400
+68,400
72
$2.49M 0.41%
378,300
-1,680
73
$2.42M 0.4%
+50,000
74
$2.4M 0.39%
469,915
-2,189
75
$2.38M 0.39%
236,740
-7,001
1 2
3
4 5