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
126
$1.54M 0.25%
80,944
-4,868
127
$1.53M 0.25%
13,796
-722
128
$1.51M 0.25%
+84,455
129
$1.5M 0.25%
14,017
-3,290
130
$1.5M 0.25%
+54,000
131
$1.49M 0.24%
65,423
-120
132
$1.49M 0.24%
105,420
-510
133
$1.49M 0.24%
+39,480
134
$1.49M 0.24%
+17,447
135
$1.45M 0.24%
368,230
-80,835
136
$1.45M 0.24%
307,660
-1,509
137
$1.44M 0.24%
+12,396
138
$1.44M 0.24%
295,326
-61,365
139
$1.43M 0.23%
175,381
-64,948
140
$1.42M 0.23%
19,433
141
$1.42M 0.23%
17,377
-1,402
142
$1.41M 0.23%
75,840
-3,559
143
$1.41M 0.23%
88,838
-4,162
144
$1.4M 0.23%
+6,772
145
$1.4M 0.23%
81,844
-98,433
146
$1.39M 0.23%
172,998
+27,563
147
$1.38M 0.23%
209,451
-1,005
148
$1.36M 0.22%
88,192
-35,884
149
$1.35M 0.22%
+60,829
150
$1.35M 0.22%
+461,005
4 5
6
7 8