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
$640M
AUM Growth
+$30.9M
(+5.1%)
Cap. Flow
-$6.12M
Cap. Flow
% of AUM
-0.96%
Top 10 Holdings %
Top 10 Hldgs %
23.53%
Holding
363
New
46
Increased
63
Reduced
160
Closed
54
Top Buys
| 1 |
United Rentals
URI
|
+$10.7M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$8.57M |
| 3 |
SolarEdge
SEDG
|
+$7.77M |
| 4 |
Arista Networks
ANET
|
+$4.19M |
| 5 |
HDP
Hortonworks, Inc.
HDP
|
+$3.83M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$8.5M |
| 2 |
Rapid7
RPD
|
+$6.8M |
| 3 |
Apple
AAPL
|
+$5.91M |
| 4 |
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% |
