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
$806M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$5.76M
3
+$4.46M
4
WMT icon
Walmart
WMT
+$4.39M
5
ARRY icon
Array Technologies
ARRY
+$4.05M

Top Sells

1
+$21.2M
2
+$4.63M
3
+$4.06M
4
CERN
Cerner Corp
CERN
+$4.03M
5
CRSP icon
CRISPR Therapeutics
CRSP
+$3.51M

Sector Composition

1 Technology 26.89%
2 Healthcare 17.34%
3 Industrials 12.54%
4 Consumer Discretionary 10.93%
5 Materials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.05M 0.5%
+93,788
52
$4.02M 0.5%
33,533
+19,535
53
$3.96M 0.49%
222,867
-100,654
54
$3.96M 0.49%
43,845
+845
55
$3.96M 0.49%
42,501
56
$3.94M 0.49%
57,788
+20,171
57
$3.91M 0.49%
269,150
-48,947
58
$3.91M 0.49%
43,844
+13,268
59
$3.85M 0.48%
25,363
-3,920
60
$3.83M 0.48%
60,373
+717
61
$3.81M 0.47%
10,589
+3,332
62
$3.79M 0.47%
161,994
-19,113
63
$3.79M 0.47%
17,304
+5,702
64
$3.72M 0.46%
104,223
-10,617
65
$3.69M 0.46%
21,299
-10,535
66
$3.63M 0.45%
14,195
+371
67
$3.62M 0.45%
156,676
-27,266
68
$3.62M 0.45%
28,459
-518
69
$3.58M 0.44%
54,959
+32,766
70
$3.52M 0.44%
7,276
-222
71
$3.49M 0.43%
15,687
-1,267
72
$3.45M 0.43%
406,028
-78,956
73
$3.36M 0.42%
594,486
+371,647
74
$3.27M 0.41%
13,354
-1,330
75
$3.24M 0.4%
15,000
+1,580
1 2
3
4 5