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
151
$1.56M 0.21%
345,912
+49,322
152
$1.55M 0.21%
38,496
-28
153
$1.54M 0.21%
48,737
-37,413
154
$1.54M 0.21%
+6,725
155
$1.53M 0.21%
466,187
+247,808
156
$1.53M 0.21%
20,525
+2,944
157
$1.53M 0.21%
27,311
-317
158
$1.53M 0.21%
192,640
+27,714
159
$1.53M 0.21%
63,970
160
$1.51M 0.21%
75,865
-1,621
161
$1.51M 0.21%
114,124
+16,724
162
$1.49M 0.2%
169,001
-72,620
163
$1.47M 0.2%
+3,789
164
$1.46M 0.2%
238,569
+34,377
165
$1.45M 0.2%
14,854
+5,195
166
$1.45M 0.2%
61,105
-1,319
167
$1.45M 0.2%
461,535
-19,512
168
$1.44M 0.2%
394,671
+58,257
169
$1.44M 0.2%
87,510
+32,535
170
$1.43M 0.2%
50,996
171
$1.43M 0.2%
13,919
+12,826
172
$1.42M 0.19%
+17,847
173
$1.39M 0.19%
80,943
+11,732
174
$1.38M 0.19%
+38,576
175
$1.36M 0.19%
12,625
+9,400
5 6
7
8 9