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
$758M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$5.08M
3
+$4.79M
4
DIS icon
Walt Disney
DIS
+$3.21M
5
CVX icon
Chevron
CVX
+$2.62M

Top Sells

1
+$9.55M
2
+$4.98M
3
+$4.36M
4
SLB icon
SLB Ltd
SLB
+$4.3M
5
GILD icon
Gilead Sciences
GILD
+$3.85M

Sector Composition

1 Technology 22.71%
2 Healthcare 16.05%
3 Industrials 14.38%
4 Consumer Discretionary 11.88%
5 Financials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.28M 0.3%
34,428
-477
102
$2.23M 0.29%
19,769
+4,857
103
$2.22M 0.29%
231,623
-1,822
104
$2.21M 0.29%
55,265
-499
105
$2.2M 0.29%
134,946
-1,029
106
$2.19M 0.29%
23,806
-502
107
$2.18M 0.29%
69,665
+52,184
108
$2.16M 0.28%
132,207
+20,633
109
$2.16M 0.28%
28,586
-451
110
$2.14M 0.28%
33,758
111
$2.13M 0.28%
+71,649
112
$2.12M 0.28%
72,305
-8,096
113
$2.09M 0.28%
73,044
-16,137
114
$2.09M 0.28%
101,727
-785
115
$2.06M 0.27%
54,650
-14,610
116
$2.06M 0.27%
38,825
-383
117
$2.03M 0.27%
262,244
-2,164
118
$2M 0.26%
+99,265
119
$1.96M 0.26%
46,406
-419
120
$1.96M 0.26%
+91,313
121
$1.95M 0.26%
19,743
122
$1.94M 0.26%
150,309
-12,404
123
$1.91M 0.25%
64,031
-487
124
$1.9M 0.25%
136,166
-1,828
125
$1.88M 0.25%
198,367
-1,684
3 4
5
6 7