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
$729M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$6.04M
3
+$4.16M
4
CRSP icon
CRISPR Therapeutics
CRSP
+$4.03M
5
UBER icon
Uber
UBER
+$3.47M

Top Sells

1
+$14.8M
2
+$6.21M
3
+$4.63M
4
FCX icon
Freeport-McMoran
FCX
+$4.34M
5
AEM icon
Agnico Eagle Mines
AEM
+$4.08M

Sector Composition

1 Technology 19.94%
2 Healthcare 16.32%
3 Industrials 14.11%
4 Consumer Discretionary 8.98%
5 Communication Services 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.17M 0.3%
46,498
-991
102
$2.17M 0.3%
558,904
-90,404
103
$2.17M 0.3%
237,497
-42,885
104
$2.16M 0.3%
6,031
-9,433
105
$2.13M 0.29%
116,911
+28,644
106
$2.09M 0.29%
36,540
+300
107
$2.08M 0.29%
46,161
+31,277
108
$2.08M 0.29%
20,845
109
$2.04M 0.28%
102,821
+38,802
110
$2.04M 0.28%
+60,452
111
$2.03M 0.28%
541,241
+44,734
112
$2.01M 0.28%
49,754
+6,073
113
$2.01M 0.28%
22,418
-22,289
114
$2M 0.27%
129,451
+16,139
115
$1.99M 0.27%
249,140
+35,094
116
$1.99M 0.27%
23,723
+9,702
117
$1.98M 0.27%
143,927
-26,343
118
$1.98M 0.27%
148,676
-3,183
119
$1.97M 0.27%
39,670
120
$1.96M 0.27%
122,577
-152,152
121
$1.96M 0.27%
44,686
+17,965
122
$1.94M 0.27%
88,672
+12,916
123
$1.94M 0.27%
27,092
124
$1.91M 0.26%
117,934
+17,108
125
$1.91M 0.26%
78,903
-10,774
3 4
5
6 7