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
$640M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.57M
3
+$7.77M
4
ANET icon
Arista Networks
ANET
+$4.19M
5
HDP
Hortonworks, Inc.
HDP
+$3.83M

Top Sells

1
+$8.5M
2
+$6.8M
3
+$5.91M
4
BA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$431K 0.07%
7,666
-210
252
$426K 0.07%
11,806
253
$414K 0.06%
16,476
+1,842
254
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3,229
255
$401K 0.06%
48,071
-3,199
256
$389K 0.06%
2,125
257
$385K 0.06%
4,944
258
$374K 0.06%
24,690
-47,294
259
$371K 0.06%
5,333
260
$371K 0.06%
+7,933
261
$371K 0.06%
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262
$369K 0.06%
26,952
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263
$352K 0.06%
+7,786
264
$346K 0.05%
100,938
-31,364
265
$337K 0.05%
13,820
-30,000
266
$334K 0.05%
30,686
-26,543
267
$311K 0.05%
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268
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30,000
269
$303K 0.05%
+3,390
270
$302K 0.05%
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271
$281K 0.04%
11,805
-130
272
$281K 0.04%
+6,036
273
$276K 0.04%
13,500
274
$276K 0.04%
+10,453
275
$275K 0.04%
3,242
9 10
11
12 13