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
$806M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$5.76M
3
+$4.46M
4
WMT icon
Walmart
WMT
+$4.39M
5
ARRY icon
Array Technologies
ARRY
+$4.05M

Top Sells

1
+$21.2M
2
+$4.63M
3
+$4.06M
4
CERN
Cerner Corp
CERN
+$4.03M
5
CRSP icon
CRISPR Therapeutics
CRSP
+$3.51M

Sector Composition

1 Technology 26.89%
2 Healthcare 17.34%
3 Industrials 12.54%
4 Consumer Discretionary 10.93%
5 Materials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.56M 0.32%
11,699
-3,701
102
$2.55M 0.32%
46,555
-432
103
$2.47M 0.31%
288,602
-51,331
104
$2.46M 0.31%
20,056
+7,601
105
$2.45M 0.3%
35,877
-3,946
106
$2.4M 0.3%
57,368
-10,678
107
$2.38M 0.3%
8,367
-1,116
108
$2.35M 0.29%
35,042
-5,673
109
$2.35M 0.29%
77,446
+3,826
110
$2.33M 0.29%
159,903
-29,825
111
$2.31M 0.29%
56,592
-531
112
$2.26M 0.28%
51,158
-15,566
113
$2.25M 0.28%
16,201
-36
114
$2.22M 0.28%
469,109
+110,595
115
$2.22M 0.28%
21,262
+13,262
116
$2.22M 0.28%
162,615
-30,219
117
$2.2M 0.27%
12,562
-134
118
$2.19M 0.27%
58,396
-1,228
119
$2.19M 0.27%
101,459
-77,448
120
$2.17M 0.27%
76,671
-23,329
121
$2.16M 0.27%
14,585
-1,960
122
$2.16M 0.27%
41,333
-12,667
123
$2.13M 0.26%
+184,863
124
$2.12M 0.26%
83,973
-799
125
$2.1M 0.26%
+66,015
3 4
5
6 7