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
126
$2.08M 0.26%
240,958
-37,214
127
$2.05M 0.25%
284,082
-53,045
128
$2.04M 0.25%
26,834
+8,334
129
$2.04M 0.25%
24,391
-81
130
$2.02M 0.25%
38,625
-6,413
131
$1.98M 0.25%
38,350
-443
132
$1.95M 0.24%
111,757
-20,676
133
$1.94M 0.24%
29,086
+16,507
134
$1.93M 0.24%
73,792
-11,686
135
$1.93M 0.24%
46,186
-8,473
136
$1.91M 0.24%
3,827
-1,173
137
$1.91M 0.24%
52,975
+27,862
138
$1.89M 0.24%
+59,445
139
$1.88M 0.23%
169,246
-30,696
140
$1.88M 0.23%
31,919
+543
141
$1.87M 0.23%
32,166
-6,625
142
$1.87M 0.23%
255,010
-22,184
143
$1.83M 0.23%
20,000
+8,400
144
$1.82M 0.23%
111,133
+2,187
145
$1.8M 0.22%
+97,963
146
$1.8M 0.22%
182,320
-135,890
147
$1.8M 0.22%
15,958
-2,940
148
$1.79M 0.22%
6,248
-450
149
$1.79M 0.22%
37,602
-377
150
$1.78M 0.22%
6,078
-1,850