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
$860M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$6.64M
3
+$5.09M
4
DDD icon
3D Systems Corp
DDD
+$5.04M
5
F icon
Ford
F
+$4.86M

Top Sells

1
+$9.17M
2
+$5.03M
3
+$4.56M
4
AMN icon
AMN Healthcare
AMN
+$3.98M
5
EVR icon
Evercore
EVR
+$3.98M

Sector Composition

1 Technology 23.26%
2 Healthcare 16.83%
3 Industrials 15.77%
4 Consumer Discretionary 11.1%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.77M 0.55%
391,263
-27,789
52
$4.75M 0.55%
23,563
-1,823
53
$4.68M 0.54%
100,134
+13,618
54
$4.66M 0.54%
86,569
-27,210
55
$4.46M 0.52%
278,958
+203,397
56
$4.42M 0.51%
119,908
+6,395
57
$4.36M 0.51%
77,663
+21,208
58
$4.34M 0.51%
12,548
-292
59
$4.31M 0.5%
71,142
-6,313
60
$4.29M 0.5%
43,827
+12,898
61
$4.14M 0.48%
38,621
-3,640
62
$4.12M 0.48%
7,400
63
$4.09M 0.48%
40,939
64
$4.08M 0.47%
49,129
-9,714
65
$4.08M 0.47%
17,456
+1,178
66
$4.04M 0.47%
83,036
-18,634
67
$4.01M 0.47%
29,506
-2,471
68
$3.9M 0.45%
42,523
69
$3.89M 0.45%
131,325
-7,664
70
$3.83M 0.45%
153,963
+139,929
71
$3.78M 0.44%
17,036
-7,250
72
$3.62M 0.42%
181,160
73
$3.59M 0.42%
6,423
-421
74
$3.52M 0.41%
15,000
75
$3.51M 0.41%
21,235
-2,182
1 2
3
4 5