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
$607M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$5.68M
3
+$5.63M
4
DIS icon
Walt Disney
DIS
+$5.6M
5
SIVB
SVB Financial Group
SIVB
+$4.05M

Top Sells

1
+$8.31M
2
+$7.29M
3
+$7.18M
4
LLY icon
Eli Lilly
LLY
+$6.96M
5
AGN
Allergan plc
AGN
+$5.66M

Sector Composition

1 Technology 26.07%
2 Healthcare 14.08%
3 Industrials 10.62%
4 Energy 10.51%
5 Consumer Discretionary 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.11M 0.35%
25,124
-38
77
$2.11M 0.35%
10,268
-365
78
$2.09M 0.34%
60,121
+28,978
79
$2.07M 0.34%
47,588
+19,719
80
$2.06M 0.34%
+32,983
81
$2.05M 0.34%
81,435
+38,046
82
$1.98M 0.33%
30,262
-48
83
$1.97M 0.32%
5,375
84
$1.96M 0.32%
37,776
-1,905
85
$1.9M 0.31%
47,500
-717
86
$1.89M 0.31%
109,175
+44,122
87
$1.89M 0.31%
91,228
+5,228
88
$1.87M 0.31%
30,822
89
$1.85M 0.3%
32,400
90
$1.82M 0.3%
47,128
-653
91
$1.82M 0.3%
98,326
+6,871
92
$1.81M 0.3%
18,356
-51
93
$1.8M 0.3%
+39,546
94
$1.8M 0.3%
+40,251
95
$1.79M 0.29%
52,668
-1,530
96
$1.76M 0.29%
+10,700
97
$1.74M 0.29%
66,511
-20,216
98
$1.74M 0.29%
106,927
99
$1.69M 0.28%
232,267
+59,878
100
$1.66M 0.27%
9,664
-28
2 3
4
5 6