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
$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
1
$17.9M 2.09%
104,340
-9,440
2
$16.9M 1.96%
564,607
+24,154
3
$16.8M 1.95%
61,947
-4,852
4
$16.3M 1.89%
118,645
-13,287
5
$12M 1.4%
215,831
-10,040
6
$11.3M 1.32%
276,352
-60,930
7
$10.4M 1.21%
25,095
-375
8
$10.3M 1.2%
162,366
+3,169
9
$9.26M 1.08%
24,393
-2,556
10
$9.15M 1.06%
54,300
-3,173
11
$9.02M 1.05%
341,431
-13,538
12
$8.92M 1.04%
71,775
-380
13
$7.93M 0.92%
45,107
-4,860
14
$7.62M 0.89%
225,432
+150,804
15
$7.61M 0.89%
155,302
-64,889
16
$7.53M 0.88%
15,365
-1,068
17
$7.5M 0.87%
310,697
+68,298
18
$7.48M 0.87%
29,775
-1,176
19
$7.41M 0.86%
498,866
+326,755
20
$7.35M 0.86%
379,862
+15,546
21
$7.28M 0.85%
49,106
-16,904
22
$7.17M 0.83%
22,476
-989
23
$7.12M 0.83%
+103,301
24
$7.09M 0.82%
96,721
+49,103
25
$6.97M 0.81%
44,275
+18,400
1
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