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
176
$1.36M 0.19%
15,330
-339
177
$1.36M 0.19%
3,625
+429
178
$1.35M 0.19%
28,216
-677
179
$1.33M 0.18%
52,064
+7,315
180
$1.33M 0.18%
28,597
-62,275
181
$1.29M 0.18%
81,887
-1,809
182
$1.29M 0.18%
35,779
+13,612
183
$1.29M 0.18%
57,861
-3,646
184
$1.28M 0.18%
28,722
185
$1.23M 0.17%
237,491
+34,335
186
$1.23M 0.17%
127
-38
187
$1.21M 0.17%
561,202
-15,931
188
$1.21M 0.17%
+950
189
$1.21M 0.17%
84,818
+1,248
190
$1.2M 0.16%
42,500
-3,947
191
$1.19M 0.16%
+1,986
192
$1.18M 0.16%
+6,254
193
$1.16M 0.16%
352,146
+148,444
194
$1.16M 0.16%
+6,332
195
$1.16M 0.16%
114,681
+16,972
196
$1.15M 0.16%
21,549
-609
197
$1.15M 0.16%
31,950
+12,853
198
$1.14M 0.16%
10,500
-7,188
199
$1.14M 0.16%
7,564
200
$1.13M 0.16%
+39,031
6 7
8
9 10