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
201
$962K 0.16%
32,295
-27,048
202
$934K 0.15%
+31,660
203
$906K 0.15%
13,669
-30,760
204
$901K 0.15%
11,566
-18,292
205
$874K 0.14%
+18,500
206
$872K 0.14%
183,486
-6,569
207
$866K 0.14%
+129,641
208
$848K 0.14%
280,000
209
$847K 0.14%
34,728
-1,840
210
$837K 0.14%
159,982
211
$827K 0.14%
14,043
-1,076
212
$823K 0.13%
+60,971
213
$815K 0.13%
17,022
-90
214
$809K 0.13%
25,620
-10,530
215
$776K 0.13%
75,449
-7,235
216
$771K 0.13%
248,836
-1,164
217
$764K 0.13%
+18,185
218
$759K 0.12%
+3,733
219
$749K 0.12%
+8,399
220
$743K 0.12%
95,841
-493
221
$734K 0.12%
375,499
+48,351
222
$711K 0.12%
7,290
-24,304
223
$700K 0.11%
+79,684
224
$698K 0.11%
15,616
+12,986
225
$685K 0.11%
+205,001
7 8
9
10 11