EIM
Essex Investment Management Portfolio holdings
AUM
$550M
1-Year Return
61.92%
This Quarter Return
+10.62%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$715M
AUM Growth
+$28M
(+4.1%)
Cap. Flow
-$20.6M
Cap. Flow
% of AUM
-2.89%
Top 10 Holdings %
Top 10 Hldgs %
20.68%
Holding
371
New
40
Increased
106
Reduced
116
Closed
56
Top Buys
| 1 |
Box
BOX
|
+$6.47M |
| 2 |
Shake Shack
SHAK
|
+$5.39M |
| 3 |
MNDT
Mandiant, Inc. Common Stock
MNDT
|
+$4.84M |
| 4 |
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
|
+$4.69M |
| 5 |
Walt Disney
DIS
|
+$4.6M |
Top Sells
| 1 |
JetBlue
JBLU
|
+$10.9M |
| 2 |
Honeywell
HON
|
+$8.6M |
| 3 |
Alibaba
BABA
|
+$8.19M |
| 4 |
Amgen
AMGN
|
+$7.33M |
| 5 |
NXP Semiconductors
NXPI
|
+$6.75M |
Sector Composition
| 1 | Technology | 26.61% |
| 2 | Healthcare | 20.8% |
| 3 | Industrials | 10.45% |
| 4 | Communication Services | 9.35% |
| 5 | Financials | 9.24% |
