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
151
$1.7M 0.21%
17,961
-154
152
$1.7M 0.21%
55,204
-16,796
153
$1.68M 0.21%
440,447
-70,923
154
$1.67M 0.21%
19,510
-25
155
$1.67M 0.21%
26,130
-7,085
156
$1.66M 0.21%
12,948
+7,566
157
$1.65M 0.2%
6,033
-414
158
$1.64M 0.2%
331,176
-60,056
159
$1.64M 0.2%
182,218
-1,834
160
$1.64M 0.2%
60,782
-679
161
$1.64M 0.2%
180,479
-128,416
162
$1.62M 0.2%
10,650
-3,240
163
$1.61M 0.2%
36,788
-370
164
$1.6M 0.2%
90,235
-16,851
165
$1.58M 0.2%
20,781
-6,324
166
$1.56M 0.19%
32,910
-10,015
167
$1.56M 0.19%
51,683
-517
168
$1.56M 0.19%
50,359
-486
169
$1.55M 0.19%
73,916
-62,433
170
$1.5M 0.19%
7,667
-2,333
171
$1.5M 0.19%
+71,230
172
$1.5M 0.19%
+113,400
173
$1.49M 0.19%
+134,297
174
$1.48M 0.18%
98,760
-18,447
175
$1.47M 0.18%
12,553
-1,566
5 6
7
8 9