EIM

Essex Investment Management Portfolio holdings

AUM $550M
1-Year Est. Return 61.92%
This Quarter Est. Return
1 Year Est. Return
+61.92%
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
1
$17.2M 2.37%
139,487
-50,250
2
$17.2M 2.36%
181,560
+32,420
3
$16.3M 2.24%
116,905
+21,560
4
$12.6M 1.72%
93,766
-52
5
$12M 1.64%
57,537
-135
6
$10.1M 1.39%
58,275
-7
7
$9.77M 1.34%
190,750
-79,529
8
$9.57M 1.31%
36,616
-447
9
$9.06M 1.24%
220,342
+13,988
10
$7.81M 1.07%
21,260
-4,208
11
$7.75M 1.06%
42,246
12
$7.74M 1.06%
69,238
+12,898
13
$7.68M 1.05%
58,605
+58,140
14
$7.57M 1.04%
18,771
-9,142
15
$7.21M 0.99%
42,523
+10,022
16
$6.8M 0.93%
238,425
-73,389
17
$6.66M 0.91%
70,585
+10,205
18
$6.51M 0.89%
186,340
-132,559
19
$6.46M 0.89%
51,906
+7,700
20
$6.29M 0.86%
247,826
+237,804
21
$5.49M 0.75%
44,408
-957
22
$5.46M 0.75%
45,766
-23,103
23
$5.17M 0.71%
189,541
-9,383
24
$5.01M 0.69%
32,959
-12,924
25
$4.71M 0.65%
57,227
-1,908
1
2 3 4 5