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
$687M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$8.45M
3
+$5.83M
4
MBLY
Mobileye N.V.
MBLY
+$3.3M
5
JBLU icon
JetBlue
JBLU
+$3.24M

Top Sells

1
+$7.68M
2
+$4.57M
3
+$3.56M
4
MC icon
Moelis & Co
MC
+$3.55M
5
SLB icon
SLB Ltd
SLB
+$3.14M

Sector Composition

1 Technology 23.42%
2 Healthcare 21.79%
3 Industrials 13.38%
4 Financials 9.6%
5 Communication Services 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$403K 0.06%
6,202
252
$398K 0.06%
9,098
-33
253
$397K 0.06%
4,469
-712
254
$394K 0.06%
6,185
255
$389K 0.06%
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-669
256
$378K 0.06%
23,313
-3,812
257
$367K 0.05%
33,813
-101
258
$363K 0.05%
3,229
259
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2,130
260
$363K 0.05%
10,375
-37
261
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12,100
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262
$357K 0.05%
30,000
263
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6,131
264
$343K 0.05%
6,250
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265
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5,775
266
$337K 0.05%
+1,586
267
$336K 0.05%
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268
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5,221
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270
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271
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50
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4,694
273
$324K 0.05%
7,596
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274
$323K 0.05%
49,718
+4,212
275
$316K 0.05%
60,499
9 10
11
12 13