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
$609M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$6.85M
3
+$6.8M
4
CYBR icon
CyberArk
CYBR
+$3.65M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.62M

Top Sells

1
+$6.84M
2
+$6.01M
3
+$5.12M
4
IDTI
Integrated Device Technology I
IDTI
+$4.82M
5
AAPL icon
Apple
AAPL
+$4.06M

Sector Composition

1 Technology 25.2%
2 Healthcare 20.85%
3 Industrials 11.07%
4 Communication Services 9.93%
5 Financials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$513K 0.08%
92,287
+10,559
227
$505K 0.08%
+14,634
228
$499K 0.08%
7,632
+388
229
$497K 0.08%
42,592
+9,663
230
$497K 0.08%
+21,239
231
$489K 0.08%
72,583
+279
232
$477K 0.08%
6,460
+1,485
233
$469K 0.08%
7,876
+1,790
234
$467K 0.08%
8,158
+3,339
235
$465K 0.08%
6,767
-28,125
236
$458K 0.08%
+17,157
237
$458K 0.08%
5,889
+1,370
238
$456K 0.07%
+39,017
239
$450K 0.07%
7,485
+1,699
240
$433K 0.07%
77,021
+3,164
241
$432K 0.07%
81,712
+5,599
242
$425K 0.07%
10,000
-37,120
243
$423K 0.07%
+9,125
244
$416K 0.07%
11,806
245
$407K 0.07%
+3,833
246
$405K 0.07%
+10,000
247
$405K 0.07%
15,461
+435
248
$403K 0.07%
+10,544
249
$403K 0.07%
47,358
+23,922
250
$401K 0.07%
+25,071
8 9
10
11 12