EIM
Essex Investment Management Portfolio holdings
AUM
$550M
1-Year Return
61.92%
This Quarter Return
+6.16%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$662M
AUM Growth
-$52.5M
(-7.3%)
Cap. Flow
-$73.8M
Cap. Flow
% of AUM
-11.14%
Top 10 Holdings %
Top 10 Hldgs %
21.3%
Holding
367
New
52
Increased
57
Reduced
167
Closed
56
Top Buys
| 1 |
Amazon
AMZN
|
+$7.28M |
| 2 |
Alibaba
BABA
|
+$6.83M |
| 3 |
Mastercard
MA
|
+$4.14M |
| 4 |
Visa
V
|
+$3.98M |
| 5 |
Charles Schwab
SCHW
|
+$3.78M |
Top Sells
| 1 |
WisdomTree
WT
|
+$19M |
| 2 |
AERI
Aerie Pharmaceuticals, Inc.
AERI
|
+$8.89M |
| 3 |
ULTI
Ultimate Software Group Inc
ULTI
|
+$7.85M |
| 4 |
Incyte
INCY
|
+$7.67M |
| 5 |
Box
BOX
|
+$6.47M |
Sector Composition
| 1 | Technology | 25.13% |
| 2 | Healthcare | 20.42% |
| 3 | Industrials | 11.15% |
| 4 | Financials | 10.16% |
| 5 | Communication Services | 9.54% |
