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
$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
176
$1.11M 0.18%
495,995
-15,031
177
$1.1M 0.18%
22,776
-73
178
$1.1M 0.18%
59,064
-288
179
$1.09M 0.18%
+200,000
180
$1.09M 0.18%
11,119
-402
181
$1.09M 0.18%
128,100
-3,781
182
$1.08M 0.18%
35,385
-1,674
183
$1.08M 0.18%
242,291
-1,203
184
$1.08M 0.18%
7,719
-694
185
$1.08M 0.18%
6,710
-3,290
186
$1.07M 0.18%
141,552
-372,630
187
$1.07M 0.18%
22,470
-1,303
188
$1.07M 0.18%
8,109
-9,816
189
$1.06M 0.17%
7,563
-1,391
190
$1.06M 0.17%
212,435
-1,034
191
$1.03M 0.17%
+17,520
192
$1.02M 0.17%
78,956
-383
193
$1.01M 0.17%
+16,706
194
$1M 0.16%
157,264
195
$1M 0.16%
+39,440
196
$1M 0.16%
+1,613
197
$985K 0.16%
+231,333
198
$979K 0.16%
+7,012
199
$975K 0.16%
250,018
-45,206
200
$963K 0.16%
+8,700
6 7
8
9 10