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
126
$2.26M 0.26%
85,967
-7,502
127
$2.22M 0.26%
102,022
-231,419
128
$2.16M 0.25%
312,123
-27,301
129
$2.14M 0.25%
14,646
130
$2.14M 0.25%
40,066
-4,667
131
$2.13M 0.25%
40,663
-33,036
132
$2.12M 0.25%
21,879
-2,007
133
$2.09M 0.24%
90,718
-56,354
134
$2.08M 0.24%
5,895
135
$2.08M 0.24%
254,039
-22,256
136
$2.06M 0.24%
41,818
+36,071
137
$2.06M 0.24%
92,361
-8,153
138
$2.04M 0.24%
107,700
-8,568
139
$2.03M 0.24%
9,058
140
$2M 0.23%
5,800
-199
141
$1.98M 0.23%
+244,197
142
$1.98M 0.23%
17,666
-1,871
143
$1.95M 0.23%
19,917
+3,245
144
$1.95M 0.23%
+8,500
145
$1.94M 0.23%
10,054
-1,128
146
$1.94M 0.23%
+35,780
147
$1.94M 0.23%
45,455
-4,991
148
$1.94M 0.23%
29,081
-3,423
149
$1.93M 0.22%
6,466
150
$1.92M 0.22%
239,161
-21,263
4 5
6
7 8