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
$729M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$6.04M
3
+$4.16M
4
CRSP icon
CRISPR Therapeutics
CRSP
+$4.03M
5
UBER icon
Uber
UBER
+$3.47M

Top Sells

1
+$14.8M
2
+$6.21M
3
+$4.63M
4
FCX icon
Freeport-McMoran
FCX
+$4.34M
5
AEM icon
Agnico Eagle Mines
AEM
+$4.08M

Sector Composition

1 Technology 19.94%
2 Healthcare 16.32%
3 Industrials 14.11%
4 Consumer Discretionary 8.98%
5 Communication Services 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.64M 0.36%
+290,743
77
$2.62M 0.36%
120,682
+14,532
78
$2.61M 0.36%
102,733
+14,959
79
$2.61M 0.36%
271,469
+20,441
80
$2.6M 0.36%
791,313
+118,776
81
$2.52M 0.35%
72,112
+71,238
82
$2.48M 0.34%
22,603
83
$2.46M 0.34%
40,343
+2,600
84
$2.45M 0.34%
129,712
-23,844
85
$2.44M 0.33%
16,676
+12,223
86
$2.43M 0.33%
37,698
-11,455
87
$2.42M 0.33%
219,455
-73,076
88
$2.38M 0.33%
56,621
+7,937
89
$2.37M 0.33%
19,779
-8,148
90
$2.34M 0.32%
77,176
-6,683
91
$2.33M 0.32%
+12,096
92
$2.28M 0.31%
133,672
+75,468
93
$2.28M 0.31%
55,226
94
$2.25M 0.31%
234,924
+34,700
95
$2.25M 0.31%
+16,905
96
$2.25M 0.31%
+6,956
97
$2.23M 0.31%
51,927
98
$2.22M 0.3%
59,478
+8,483
99
$2.2M 0.3%
+111,803
100
$2.19M 0.3%
+85,000
2 3
4
5 6