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
$860M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$6.64M
3
+$5.09M
4
DDD icon
3D Systems Corp
DDD
+$5.04M
5
F icon
Ford
F
+$4.86M

Top Sells

1
+$9.17M
2
+$5.03M
3
+$4.56M
4
AMN icon
AMN Healthcare
AMN
+$3.98M
5
EVR icon
Evercore
EVR
+$3.98M

Sector Composition

1 Technology 23.26%
2 Healthcare 16.83%
3 Industrials 15.77%
4 Consumer Discretionary 11.1%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.88M 0.33%
334,068
-29,458
102
$2.77M 0.32%
13,588
103
$2.76M 0.32%
30,890
-7,411
104
$2.75M 0.32%
149,858
-13,276
105
$2.75M 0.32%
60,684
106
$2.7M 0.31%
45,292
107
$2.67M 0.31%
64,628
108
$2.56M 0.3%
9,336
+1,900
109
$2.53M 0.29%
76,347
-6,716
110
$2.53M 0.29%
52,628
111
$2.52M 0.29%
15,259
+1,596
112
$2.51M 0.29%
124,949
-10,181
113
$2.5M 0.29%
+93,120
114
$2.5M 0.29%
155,354
-13,646
115
$2.5M 0.29%
+29,074
116
$2.46M 0.29%
47,769
-4,114
117
$2.45M 0.29%
149,825
118
$2.42M 0.28%
52,117
-5,564
119
$2.4M 0.28%
100,000
+50,000
120
$2.38M 0.28%
12,947
+4,180
121
$2.37M 0.28%
246,036
+54,071
122
$2.37M 0.28%
24,332
-2,116
123
$2.36M 0.27%
38,129
+11,807
124
$2.35M 0.27%
37,441
125
$2.28M 0.27%
4,445
+1,425
3 4
5
6 7