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
126
$1.89M 0.26%
+573,423
127
$1.87M 0.26%
292,331
+242,331
128
$1.86M 0.26%
399,923
-56,650
129
$1.86M 0.25%
108,205
-2,395
130
$1.82M 0.25%
107,702
-2,755
131
$1.81M 0.25%
21,624
-282
132
$1.8M 0.25%
320,723
-162,745
133
$1.79M 0.25%
66,522
134
$1.77M 0.24%
366,169
+53,560
135
$1.72M 0.24%
+370,000
136
$1.71M 0.24%
60,093
137
$1.71M 0.23%
159,261
+31,876
138
$1.67M 0.23%
422,477
+135,278
139
$1.67M 0.23%
57,706
-5,355
140
$1.66M 0.23%
82,189
+12,097
141
$1.65M 0.23%
+56,038
142
$1.64M 0.23%
16,232
+13,325
143
$1.64M 0.22%
59,803
-1,389
144
$1.61M 0.22%
43,947
-2,097
145
$1.6M 0.22%
+52,857
146
$1.6M 0.22%
480,322
+100,828
147
$1.6M 0.22%
63,180
-441
148
$1.59M 0.22%
114,849
149
$1.57M 0.22%
962,373
+120,494
150
$1.56M 0.21%
52,873
-8,862