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
$610M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.81M
3
+$5.04M
4
TWST icon
Twist Bioscience
TWST
+$4.63M
5
LRCX icon
Lam Research
LRCX
+$4.58M

Top Sells

1
+$6.06M
2
+$5.43M
3
+$4.85M
4
BABA icon
Alibaba
BABA
+$4.54M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$4.15M

Sector Composition

1 Technology 26.64%
2 Healthcare 20.02%
3 Industrials 11.88%
4 Consumer Discretionary 11.5%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.32M 0.38%
8,990
+5,214
77
$2.29M 0.38%
140,369
-684
78
$2.28M 0.37%
217,732
-108,451
79
$2.27M 0.37%
314,380
-225,227
80
$2.26M 0.37%
57,571
+38,458
81
$2.26M 0.37%
50,534
-6,477
82
$2.25M 0.37%
37,862
-1,506
83
$2.13M 0.35%
328,628
-1,633
84
$2.06M 0.34%
11,757
+2,033
85
$2.05M 0.34%
+17,057
86
$2.04M 0.33%
78,856
-36,239
87
$2.02M 0.33%
16,891
-62
88
$2.02M 0.33%
43,701
-1,434
89
$1.92M 0.32%
409,359
-12,699
90
$1.87M 0.31%
284,585
-142,763
91
$1.87M 0.31%
270,382
-11,599
92
$1.86M 0.3%
65,369
-2,166
93
$1.82M 0.3%
490,359
-2,006
94
$1.81M 0.3%
+133,750
95
$1.8M 0.3%
102,779
+79,563
96
$1.8M 0.29%
307,791
-1,507
97
$1.78M 0.29%
326,111
-1,580
98
$1.77M 0.29%
32,121
+507
99
$1.77M 0.29%
+71,372
100
$1.77M 0.29%
82,978
-26,098
2 3
4
5 6