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
251
$396K 0.07%
10,258
+2,345
252
$395K 0.06%
5,333
253
$377K 0.06%
+10,000
254
$372K 0.06%
7,229
255
$372K 0.06%
29,277
+1,576
256
$371K 0.06%
27,369
+6,288
257
$368K 0.06%
4,944
+355
258
$368K 0.06%
2,125
259
$357K 0.06%
+6,787
260
$343K 0.06%
3,229
261
$342K 0.06%
8,321
+1,560
262
$335K 0.06%
15,245
+3,463
263
$331K 0.05%
4,094
264
$325K 0.05%
12,232
+2,811
265
$324K 0.05%
17,055
+2,623
266
$306K 0.05%
6,770
+1,545
267
$303K 0.05%
5,137
-115,933
268
$302K 0.05%
10,898
269
$292K 0.05%
13,500
270
$291K 0.05%
6,966
271
$285K 0.05%
5,925
+1,354
272
$281K 0.05%
4,677
-35,431
273
$280K 0.05%
8,225
+1,879
274
$278K 0.05%
11,935
275
$275K 0.05%
30,000
9 10
11
12 13