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
$637M
AUM Growth
-$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.87M
3
+$8.59M
4
CIEN icon
Ciena
CIEN
+$6.6M
5
TDOC icon
Teladoc Health
TDOC
+$5.8M

Top Sells

1
+$9.68M
2
+$8.32M
3
+$8.23M
4
BABA icon
Alibaba
BABA
+$7.81M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.14M

Sector Composition

1 Technology 22.83%
2 Healthcare 20.95%
3 Industrials 11.98%
4 Financials 8.28%
5 Consumer Discretionary 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$494K 0.08%
154,247
-11,661
252
$492K 0.08%
18,642
-1,400
253
$477K 0.07%
32,264
-2,438
254
$471K 0.07%
16,681
-5,572
255
$467K 0.07%
+26,132
256
$455K 0.07%
180,590
-13,454
257
$440K 0.07%
4,871
-226
258
$439K 0.07%
18,659
+8,041
259
$423K 0.07%
10,583
+9,625
260
$419K 0.07%
13,458
-12,523
261
$415K 0.07%
+50,405
262
$407K 0.06%
+65,179
263
$400K 0.06%
12,226
-587
264
$392K 0.06%
30,000
265
$386K 0.06%
22,675
-1,718
266
$370K 0.06%
14,683
-335
267
$364K 0.06%
23,630
268
$359K 0.06%
+37,968
269
$357K 0.06%
201,892
-15,029
270
$350K 0.05%
24,054
-35,949
271
$339K 0.05%
4,058
-189
272
$338K 0.05%
7,929
273
$338K 0.05%
+23,261
274
$333K 0.05%
+133,884
275
$328K 0.05%
275,596
-20,828
9 10
11
12 13