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
$640M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.57M
3
+$7.77M
4
ANET icon
Arista Networks
ANET
+$4.19M
5
HDP
Hortonworks, Inc.
HDP
+$3.83M

Top Sells

1
+$8.5M
2
+$6.8M
3
+$5.91M
4
BA icon
Boeing
BA
+$4.66M
5
MLNX
Mellanox Technologies, Ltd.
MLNX
+$4.33M

Sector Composition

1 Technology 27.68%
2 Healthcare 20.53%
3 Communication Services 10.33%
4 Industrials 10.05%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$549K 0.09%
10,456
227
$530K 0.08%
33,973
-5,833
228
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48,100
229
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230
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231
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233
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234
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235
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6,735
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236
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237
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57,239
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240
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241
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249
$444K 0.07%
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250
$433K 0.07%
72,710
-4,311
8 9
10
11 12