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
$556M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$3.11M
3
+$2.84M
4
RDCM icon
Radcom
RDCM
+$2.83M
5
EXTR icon
Extreme Networks
EXTR
+$2.6M

Top Sells

1
+$3.79M
2
+$3.04M
3
+$3.02M
4
ZETA icon
Zeta Global
ZETA
+$2.71M
5
TBBK icon
The Bancorp
TBBK
+$2.66M

Sector Composition

1 Industrials 27.27%
2 Technology 26.96%
3 Healthcare 20.74%
4 Consumer Discretionary 5.8%
5 Financials 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$90K 0.02%
778
227
$88.8K 0.02%
735
228
$87.8K 0.02%
13,006
-1,506
229
$85.4K 0.02%
1,452
230
$82K 0.01%
2,043
231
$80.5K 0.01%
6,172
-1,541
232
$80.3K 0.01%
13,676
-1,570
233
$78.9K 0.01%
549
234
$76K 0.01%
38,960
-9,763
235
$68.6K 0.01%
362
-497
236
$68.1K 0.01%
28,385
-7,068
237
$67.9K 0.01%
7,104
-821
238
$63.3K 0.01%
1,120
239
$60.9K 0.01%
320
240
$59.9K 0.01%
1,154
-1,618
241
$57.4K 0.01%
842
-1,179
242
$55.4K 0.01%
150
-724
243
$54.5K 0.01%
715
244
$50.9K 0.01%
404
245
$49.6K 0.01%
929
-1,260
246
$48.4K 0.01%
402
247
$47.5K 0.01%
81
248
$47.1K 0.01%
1,238
+73
249
$46.1K 0.01%
319
250
$45.6K 0.01%
363
8 9
10
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