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
$806M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$5.76M
3
+$4.46M
4
WMT icon
Walmart
WMT
+$4.39M
5
ARRY icon
Array Technologies
ARRY
+$4.05M

Top Sells

1
+$21.2M
2
+$4.63M
3
+$4.06M
4
CERN
Cerner Corp
CERN
+$4.03M
5
CRSP icon
CRISPR Therapeutics
CRSP
+$3.51M

Sector Composition

1 Technology 26.89%
2 Healthcare 17.34%
3 Industrials 12.54%
4 Consumer Discretionary 10.93%
5 Materials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.23M 0.4%
+76,421
77
$3.18M 0.39%
209,847
-34,172
78
$3.17M 0.39%
86,105
+14,611
79
$3.15M 0.39%
95,069
+70,868
80
$3.11M 0.39%
100,838
-18,489
81
$3.1M 0.38%
26,199
-4,919
82
$3.09M 0.38%
29,191
+16,163
83
$3.06M 0.38%
58,820
-29,012
84
$2.97M 0.37%
30,924
+14,761
85
$2.95M 0.37%
32,866
-8,320
86
$2.94M 0.37%
55,649
-153
87
$2.91M 0.36%
42,523
-7,477
88
$2.87M 0.36%
248,762
-45,660
89
$2.83M 0.35%
23,434
-3,336
90
$2.81M 0.35%
10,841
-2,025
91
$2.8M 0.35%
29,251
-5,455
92
$2.77M 0.34%
+86,158
93
$2.77M 0.34%
64,000
+42,300
94
$2.75M 0.34%
68,468
-1,220
95
$2.71M 0.34%
61,802
-11,545
96
$2.71M 0.34%
15,340
-1,515
97
$2.69M 0.33%
30,720
+15,038
98
$2.69M 0.33%
205,760
-62,640
99
$2.61M 0.32%
20,002
+7,941
100
$2.57M 0.32%
85,672
-52,685
2 3
4
5 6