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
151
$1.91M 0.22%
56,313
+28,119
152
$1.91M 0.22%
20,734
+7,800
153
$1.91M 0.22%
198,245
+51,041
154
$1.91M 0.22%
27,737
-2,266
155
$1.9M 0.22%
33,590
-3,053
156
$1.87M 0.22%
108,106
-9,541
157
$1.85M 0.22%
13,711
-2,454
158
$1.84M 0.21%
25,208
-8,028
159
$1.83M 0.21%
6,240
-546
160
$1.82M 0.21%
67,165
-7,562
161
$1.79M 0.21%
26,016
-25,897
162
$1.79M 0.21%
103,660
-12,776
163
$1.78M 0.21%
3,873
164
$1.77M 0.21%
120,149
+18,532
165
$1.76M 0.2%
+58,917
166
$1.76M 0.2%
59,211
-5,220
167
$1.74M 0.2%
77,466
-9,588
168
$1.74M 0.2%
29,811
169
$1.74M 0.2%
80,285
+14,320
170
$1.73M 0.2%
19,984
-1,516
171
$1.73M 0.2%
21,340
-2,522
172
$1.72M 0.2%
5,601
-192
173
$1.7M 0.2%
12,099
174
$1.69M 0.2%
7,000
+3,829
175
$1.68M 0.2%
44,140
-3,881
5 6
7
8 9