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
$860M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$6.64M
3
+$5.09M
4
DDD icon
3D Systems Corp
DDD
+$5.04M
5
F icon
Ford
F
+$4.86M

Top Sells

1
+$9.17M
2
+$5.03M
3
+$4.56M
4
AMN icon
AMN Healthcare
AMN
+$3.98M
5
EVR icon
Evercore
EVR
+$3.98M

Sector Composition

1 Technology 23.26%
2 Healthcare 16.83%
3 Industrials 15.77%
4 Consumer Discretionary 11.1%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.46M 0.4%
96,139
-7,598
77
$3.46M 0.4%
84,283
-7,460
78
$3.44M 0.4%
14,236
-503
79
$3.42M 0.4%
223,486
-19,620
80
$3.38M 0.39%
512,629
-41,622
81
$3.35M 0.39%
73,134
+35,000
82
$3.34M 0.39%
185,074
+167,335
83
$3.33M 0.39%
29,351
-10,370
84
$3.33M 0.39%
+213,235
85
$3.26M 0.38%
72,141
-1,879
86
$3.25M 0.38%
41,945
-11,116
87
$3.25M 0.38%
32,701
-2,626
88
$3.25M 0.38%
51,440
-4,468
89
$3.24M 0.38%
9,221
-194
90
$3.2M 0.37%
23,876
-8,147
91
$3.19M 0.37%
383,183
+82,667
92
$3.08M 0.36%
17,719
-336
93
$3.08M 0.36%
115,555
+36,728
94
$3.05M 0.36%
79,702
+4,022
95
$3.05M 0.35%
190,163
+27,801
96
$3.04M 0.35%
12,464
-2,321
97
$3M 0.35%
12,500
+9,058
98
$2.96M 0.34%
50,000
+13,766
99
$2.94M 0.34%
21,811
-1,895
100
$2.89M 0.34%
35,303
+3,909
2 3
4
5 6