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
$716M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$5.87M
3
+$5.66M
4
SEM icon
Select Medical
SEM
+$5.25M
5
BOX icon
Box
BOX
+$5.05M

Top Sells

1
+$10.9M
2
+$8.43M
3
+$4.61M
4
ERII icon
Energy Recovery
ERII
+$4.57M
5
MSFT icon
Microsoft
MSFT
+$3.82M

Sector Composition

1 Technology 28.32%
2 Industrials 24.19%
3 Healthcare 15.92%
4 Consumer Discretionary 7.08%
5 Materials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$566K 0.08%
23,221
+7,220
252
$566K 0.08%
4,822
253
$537K 0.08%
405,647
+9,409
254
$534K 0.07%
185,899
+6,240
255
$511K 0.07%
47,725
+1,700
256
$480K 0.07%
272,954
+6,334
257
$467K 0.07%
+392,805
258
$439K 0.06%
10,166
-312
259
$409K 0.06%
43,073
+1,093
260
$401K 0.06%
11,260
261
$396K 0.06%
92,196
+1,780
262
$389K 0.05%
3,853
-170
263
$354K 0.05%
5,400
264
$353K 0.05%
12,085
265
$350K 0.05%
2,420
266
$329K 0.05%
1,718
-188
267
$328K 0.05%
243,112
+4,773
268
$279K 0.04%
2,700
269
$234K 0.03%
+66,921
270
$232K 0.03%
2,112
271
$228K 0.03%
1,036
272
$224K 0.03%
6,832
273
$219K 0.03%
2,900
-13,694
274
$218K 0.03%
1,315
275
$212K 0.03%
134,331
+4,017
9 10
11
12 13