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
201
$1.38M 0.16%
9,647
202
$1.38M 0.16%
36,234
203
$1.36M 0.16%
92,195
+13,795
204
$1.35M 0.16%
7,047
-43
205
$1.35M 0.16%
4,620
206
$1.34M 0.16%
3,684
-363
207
$1.33M 0.15%
+41,500
208
$1.32M 0.15%
207,444
-16,272
209
$1.31M 0.15%
4,962
-407
210
$1.29M 0.15%
60,309
+529
211
$1.29M 0.15%
13,866
-80
212
$1.29M 0.15%
15,153
+14,869
213
$1.29M 0.15%
+113,174
214
$1.25M 0.15%
+92,718
215
$1.24M 0.14%
7,500
+4,601
216
$1.24M 0.14%
+96,425
217
$1.22M 0.14%
178,850
-15,447
218
$1.18M 0.14%
22,646
219
$1.09M 0.13%
56,618
220
$1.09M 0.13%
151,619
-12,928
221
$1.08M 0.13%
138,763
-17,228
222
$1.07M 0.12%
+106,625
223
$1.06M 0.12%
1,604
+18
224
$1.05M 0.12%
10,508
225
$1.03M 0.12%
4,371
-150
7 8
9
10 11