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
$621M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$8.63M
3
+$7.51M
4
MSFT icon
Microsoft
MSFT
+$6.61M
5
AX icon
Axos Financial
AX
+$6.38M

Top Sells

1
+$11.7M
2
+$9.43M
3
+$7.98M
4
B
Barrick Mining
B
+$6.57M
5
GOLD
Randgold Resources Ltd
GOLD
+$5.1M

Sector Composition

1 Technology 26.01%
2 Healthcare 16.33%
3 Energy 9.94%
4 Consumer Discretionary 9.36%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.52M 0.25%
35,375
-18,993
102
$1.52M 0.24%
69,240
-12,584
103
$1.52M 0.24%
18,407
-552
104
$1.49M 0.24%
54,198
-2,333
105
$1.49M 0.24%
36,357
-1,808
106
$1.47M 0.24%
9,692
-426
107
$1.45M 0.23%
10,236
+5,823
108
$1.43M 0.23%
106,927
-109
109
$1.39M 0.22%
86,000
+4,299
110
$1.39M 0.22%
+68,866
111
$1.37M 0.22%
+35,628
112
$1.36M 0.22%
24,399
113
$1.36M 0.22%
29,389
-523
114
$1.34M 0.22%
+63,419
115
$1.34M 0.22%
12,860
116
$1.33M 0.21%
+18,608
117
$1.32M 0.21%
75,742
-3,987
118
$1.3M 0.21%
7,336
+313
119
$1.29M 0.21%
84,488
+67,964
120
$1.28M 0.21%
9,506
-2,893
121
$1.27M 0.2%
55,463
-3,010
122
$1.26M 0.2%
108,114
+10,292
123
$1.25M 0.2%
84,828
-1,971
124
$1.24M 0.2%
27,853
-1,594
125
$1.23M 0.2%
62,016
-3,573
3 4
5
6 7