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
$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 Inc
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 26.86%
2 Healthcare 17.34%
3 Industrials 12.57%
4 Consumer Discretionary 10.93%
5 Materials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.28M 0.16%
17,481
-5,319
202
$1.27M 0.16%
181,883
-34,505
203
$1.27M 0.16%
+520,841
204
$1.26M 0.16%
4,147
-484
205
$1.26M 0.16%
42,393
-889
206
$1.25M 0.16%
85,906
-1,872
207
$1.25M 0.16%
185,571
+51,465
208
$1.23M 0.15%
56,741
-5,438
209
$1.22M 0.15%
627,931
+151,218
210
$1.2M 0.15%
278,011
-51,426
211
$1.2M 0.15%
184,259
-110,251
212
$1.2M 0.15%
231,847
+12,262
213
$1.17M 0.14%
+122,720
214
$1.16M 0.14%
6,670
-2,030
215
$1.16M 0.14%
+117,384
216
$1.16M 0.14%
7,574
-1,566
217
$1.15M 0.14%
76,425
-14,183
218
$1.12M 0.14%
11,921
+2,129
219
$1.11M 0.14%
52,478
-155
220
$1.08M 0.13%
212,720
-37,896
221
$1.04M 0.13%
+162,855
222
$1.03M 0.13%
167,522
+26,410
223
$1.02M 0.13%
19,135
-5,865
224
$1.02M 0.13%
+80,189
225
$1.01M 0.13%
155,991
-93,336
7 8
9
10 11