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
$610M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.81M
3
+$5.04M
4
TWST icon
Twist Bioscience
TWST
+$4.63M
5
LRCX icon
Lam Research
LRCX
+$4.58M

Top Sells

1
+$6.06M
2
+$5.43M
3
+$4.85M
4
BABA icon
Alibaba
BABA
+$4.54M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$4.15M

Sector Composition

1 Technology 26.64%
2 Healthcare 20.02%
3 Industrials 11.88%
4 Consumer Discretionary 11.5%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.75M 0.29%
193,375
-942
102
$1.75M 0.29%
34,591
+21,587
103
$1.72M 0.28%
16,095
-754
104
$1.72M 0.28%
77,779
-7,877
105
$1.69M 0.28%
21,860
-2,771
106
$1.69M 0.28%
66,724
-32,712
107
$1.67M 0.27%
10,000
-32,464
108
$1.67M 0.27%
36,829
+5,472
109
$1.67M 0.27%
128,122
-623
110
$1.66M 0.27%
18,283
-89
111
$1.65M 0.27%
24,722
-88
112
$1.64M 0.27%
67,102
-32,898
113
$1.63M 0.27%
30,610
-1,009
114
$1.63M 0.27%
5,298
-186
115
$1.63M 0.27%
170,063
116
$1.63M 0.27%
175,262
-8,290
117
$1.61M 0.26%
+153,984
118
$1.61M 0.26%
13,420
-6,580
119
$1.61M 0.26%
132,182
-4,485
120
$1.59M 0.26%
115,416
-563
121
$1.58M 0.26%
176,547
-877
122
$1.57M 0.26%
+7,928
123
$1.57M 0.26%
115,956
-4,573
124
$1.55M 0.25%
356,101
-1,727
125
$1.55M 0.25%
+37,165
3 4
5
6 7