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
176
$1.66M 0.19%
11,793
-28,276
177
$1.64M 0.19%
151,620
-13,297
178
$1.64M 0.19%
266,017
-23,421
179
$1.63M 0.19%
29,124
-2,771
180
$1.63M 0.19%
8,399
-288
181
$1.62M 0.19%
+99,238
182
$1.61M 0.19%
20,719
+19,363
183
$1.61M 0.19%
+19,250
184
$1.6M 0.19%
54,811
-6,770
185
$1.59M 0.19%
+216,457
186
$1.59M 0.18%
85,202
-7,473
187
$1.59M 0.18%
9,635
188
$1.54M 0.18%
17,032
-1,368
189
$1.53M 0.18%
209,451
-18,619
190
$1.52M 0.18%
+32,578
191
$1.52M 0.18%
+96,527
192
$1.51M 0.18%
49,894
-6,182
193
$1.49M 0.17%
63,507
+4,318
194
$1.46M 0.17%
86,976
+992
195
$1.45M 0.17%
38,416
-3,300
196
$1.44M 0.17%
+204,484
197
$1.42M 0.17%
17,456
-2,082
198
$1.41M 0.16%
+13,500
199
$1.39M 0.16%
48,820
200
$1.38M 0.16%
57,111
-17,346
6 7
8
9 10