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
$758M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$5.08M
3
+$4.79M
4
DIS icon
Walt Disney
DIS
+$3.21M
5
CVX icon
Chevron
CVX
+$2.62M

Top Sells

1
+$9.55M
2
+$4.98M
3
+$4.36M
4
SLB icon
SLB Ltd
SLB
+$4.3M
5
GILD icon
Gilead Sciences
GILD
+$3.85M

Sector Composition

1 Technology 22.71%
2 Healthcare 16.05%
3 Industrials 14.38%
4 Consumer Discretionary 11.88%
5 Financials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.77M 0.37%
54,018
+271
77
$2.72M 0.36%
32,510
78
$2.7M 0.36%
47,013
-5,012
79
$2.66M 0.35%
303,544
+19,444
80
$2.65M 0.35%
145,258
+3,460
81
$2.64M 0.35%
145,431
-1,067
82
$2.64M 0.35%
233,328
+33,181
83
$2.6M 0.34%
65,161
+1,917
84
$2.59M 0.34%
68,925
-3,402
85
$2.58M 0.34%
118,273
86
$2.56M 0.34%
24,573
-91,561
87
$2.52M 0.33%
246,523
+8,371
88
$2.5M 0.33%
38,128
+40
89
$2.49M 0.33%
116,073
-82,719
90
$2.48M 0.33%
47,602
+3,814
91
$2.47M 0.33%
571,478
+72,216
92
$2.44M 0.32%
+37,831
93
$2.43M 0.32%
102,837
-1,163
94
$2.42M 0.32%
77,584
-746
95
$2.42M 0.32%
148,677
-134,071
96
$2.38M 0.31%
83,154
-591
97
$2.38M 0.31%
37,250
-359
98
$2.35M 0.31%
107,590
+27,757
99
$2.34M 0.31%
28,762
100
$2.33M 0.31%
162,132
-1,218
2 3
4
5 6