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
176
$1.47M 0.18%
105,595
-150,676
177
$1.45M 0.18%
9,050
-618
178
$1.45M 0.18%
+112,378
179
$1.44M 0.18%
8,052
-1,948
180
$1.43M 0.18%
332,115
-62,374
181
$1.42M 0.18%
4,276
-1,571
182
$1.42M 0.18%
+320,089
183
$1.41M 0.18%
134,442
-24,834
184
$1.41M 0.17%
40,551
-7,307
185
$1.4M 0.17%
156,535
+57,285
186
$1.38M 0.17%
27,571
-39,827
187
$1.37M 0.17%
113,563
-18,475
188
$1.35M 0.17%
55,111
-25,000
189
$1.34M 0.17%
214,781
-40,120
190
$1.34M 0.17%
18,645
-18,612
191
$1.34M 0.17%
136,173
+44,911
192
$1.33M 0.17%
7,601
-3,827
193
$1.33M 0.16%
15,104
+5,104
194
$1.32M 0.16%
22,069
-66
195
$1.32M 0.16%
111,610
+5,191
196
$1.32M 0.16%
12,539
-1,425
197
$1.3M 0.16%
32,557
-9,906
198
$1.3M 0.16%
9,181
-447
199
$1.29M 0.16%
20,671
-6,288
200
$1.28M 0.16%
80,443
-5,921