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
151
$1.35M 0.22%
30,658
-50,937
152
$1.33M 0.22%
51,341
-17,868
153
$1.32M 0.22%
49,724
-2,596
154
$1.32M 0.22%
52,867
-259
155
$1.31M 0.21%
+36,909
156
$1.29M 0.21%
+246,484
157
$1.28M 0.21%
201,053
-999
158
$1.27M 0.21%
13,890
-6,810
159
$1.23M 0.2%
+20,819
160
$1.23M 0.2%
36,172
-1,735
161
$1.22M 0.2%
113,337
+40,950
162
$1.21M 0.2%
14,267
-770
163
$1.2M 0.2%
171,457
-836
164
$1.2M 0.2%
46,291
-227
165
$1.19M 0.2%
237,317
-18,359
166
$1.19M 0.19%
378,385
-1,761
167
$1.18M 0.19%
48,516
-2,746
168
$1.18M 0.19%
+28,135
169
$1.17M 0.19%
9,140
-3,944
170
$1.17M 0.19%
+24,115
171
$1.14M 0.19%
302,758
-109,955
172
$1.13M 0.19%
54,579
-3,425
173
$1.12M 0.18%
19,416
-10,805
174
$1.12M 0.18%
87,660
-427
175
$1.12M 0.18%
50,413
-1,629
5 6
7
8 9