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
$609M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$6.85M
3
+$6.8M
4
CYBR icon
CyberArk
CYBR
+$3.65M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.62M

Top Sells

1
+$6.84M
2
+$6.01M
3
+$5.12M
4
IDTI
Integrated Device Technology I
IDTI
+$4.82M
5
AAPL icon
Apple
AAPL
+$4.06M

Sector Composition

1 Technology 25.2%
2 Healthcare 20.85%
3 Industrials 11.07%
4 Communication Services 9.93%
5 Financials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$266K 0.04%
5,666
-15,888
277
$266K 0.04%
8,409
+371
278
$262K 0.04%
10,367
+2,371
279
$261K 0.04%
3,242
280
$255K 0.04%
6,202
281
$245K 0.04%
8,606
282
$235K 0.04%
4,033
283
$228K 0.04%
8,813
284
$219K 0.04%
+3,725
285
$217K 0.04%
52,800
286
$217K 0.04%
+14,474
287
$214K 0.04%
2,980
288
$212K 0.03%
8,520
289
$209K 0.03%
60,499
290
$202K 0.03%
+14,700
291
$195K 0.03%
+12,117
292
$195K 0.03%
17,503
+4,023
293
$181K 0.03%
+100,000
294
$165K 0.03%
48,500
-23,958
295
$163K 0.03%
+15,407
296
$161K 0.03%
+11,485
297
$148K 0.02%
91,400
298
$143K 0.02%
+15,249
299
$142K 0.02%
10,437
300
$141K 0.02%
+11,312
10 11
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