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
$556M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$3.11M
3
+$2.84M
4
RDCM icon
Radcom
RDCM
+$2.83M
5
EXTR icon
Extreme Networks
EXTR
+$2.6M

Top Sells

1
+$3.79M
2
+$3.04M
3
+$3.02M
4
ZETA icon
Zeta Global
ZETA
+$2.71M
5
TBBK icon
The Bancorp
TBBK
+$2.66M

Sector Composition

1 Industrials 27.27%
2 Technology 26.96%
3 Healthcare 20.74%
4 Consumer Discretionary 5.8%
5 Financials 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$44.4K 0.01%
193
-274
252
$42K 0.01%
686
-951
253
$41.1K 0.01%
1,996
-2,792
254
$40.4K 0.01%
430
255
$40.3K 0.01%
1,210
-1,649
256
$40.2K 0.01%
1,238
257
$39.7K 0.01%
1,266
258
$39.4K 0.01%
4,503
-1,115
259
$39.3K 0.01%
362
-504
260
$39.3K 0.01%
1,091
-1,525
261
$38.4K 0.01%
1,123
-1,549
262
$38.3K 0.01%
131
-412
263
$37K 0.01%
117
264
$36.8K 0.01%
680
265
$36.5K 0.01%
367
266
$36.2K 0.01%
291
267
$35.3K 0.01%
823
-1,155
268
$34.5K 0.01%
599
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269
$34.4K 0.01%
76
270
$34.2K 0.01%
390
271
$34K 0.01%
312
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272
$33.5K 0.01%
+914
273
$32.1K 0.01%
1,166
-1,643
274
$32K 0.01%
331
-458
275
$29.2K 0.01%
88
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9 10
11
12 13