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
$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
201
$1.11M 0.15%
546,506
+78,973
202
$1.11M 0.15%
556,886
+80,593
203
$1.11M 0.15%
78,090
+2,215
204
$1.08M 0.15%
138,232
+58,260
205
$1.07M 0.15%
8,460
206
$1.07M 0.15%
276,532
+116,371
207
$1.06M 0.15%
+40,930
208
$1.05M 0.14%
+6,847
209
$1.05M 0.14%
8,621
+8,401
210
$1.04M 0.14%
+47,401
211
$1.04M 0.14%
38,292
-845
212
$1.04M 0.14%
+20,632
213
$1.03M 0.14%
154,801
+64,573
214
$1.03M 0.14%
6,228
215
$1.03M 0.14%
76,066
-37,000
216
$1.02M 0.14%
+160,071
217
$1.01M 0.14%
+223,589
218
$994K 0.14%
76,477
+11,307
219
$975K 0.13%
20,311
-27,152
220
$961K 0.13%
556
221
$940K 0.13%
+154,407
222
$939K 0.13%
113,177
-45,164
223
$936K 0.13%
42,967
+18,117
224
$927K 0.13%
613,837
+260,607
225
$921K 0.13%
11,010
-1,171
7 8
9
10 11