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
$677M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$7.69M
2
+$5.95M
3
+$5.11M
4
CRON
Cronos Group
CRON
+$5.06M
5
ASGN icon
ASGN Inc
ASGN
+$4.39M

Top Sells

1
+$10.1M
2
+$6.78M
3
+$6.39M
4
ILMN icon
Illumina
ILMN
+$6.24M
5
CORT icon
Corcept Therapeutics
CORT
+$5.39M

Sector Composition

1 Technology 21.63%
2 Healthcare 20.59%
3 Industrials 12.81%
4 Consumer Discretionary 8.35%
5 Materials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.24M 0.18%
64,019
-2,330
177
$1.24M 0.18%
42,904
-556
178
$1.24M 0.18%
+88,267
179
$1.24M 0.18%
296,590
-10,146
180
$1.24M 0.18%
13,915
-61
181
$1.19M 0.18%
46,447
-9,210
182
$1.17M 0.17%
16,776
-1,617
183
$1.16M 0.17%
7,909
-85
184
$1.16M 0.17%
61,192
-1,389
185
$1.16M 0.17%
+144,966
186
$1.16M 0.17%
+30,680
187
$1.15M 0.17%
+3,196
188
$1.15M 0.17%
+6,977
189
$1.15M 0.17%
83,570
-2,113
190
$1.15M 0.17%
379,494
-5,138
191
$1.15M 0.17%
+14,633
192
$1.14M 0.17%
67,471
-2,300
193
$1.11M 0.16%
+8,879
194
$1.09M 0.16%
373,168
-13,393
195
$1.09M 0.16%
7,564
196
$1.08M 0.16%
+14,021
197
$1.07M 0.16%
+235,724
198
$1.07M 0.16%
43,654
-2,979
199
$1.04M 0.15%
467,533
-16,042
200
$1.03M 0.15%
44,749
-1,507
6 7
8
9 10