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
$640M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.57M
3
+$7.77M
4
ANET icon
Arista Networks
ANET
+$4.19M
5
HDP
Hortonworks, Inc.
HDP
+$3.83M

Top Sells

1
+$8.5M
2
+$6.8M
3
+$5.91M
4
BA icon
Boeing
BA
+$4.66M
5
MLNX
Mellanox Technologies, Ltd.
MLNX
+$4.33M

Sector Composition

1 Technology 27.68%
2 Healthcare 20.53%
3 Communication Services 10.33%
4 Industrials 10.05%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$266K 0.04%
+7,288
277
$262K 0.04%
14,717
-744
278
$253K 0.04%
17,422
-81
279
$251K 0.04%
52,800
280
$250K 0.04%
4,033
281
$242K 0.04%
6,623
-147
282
$239K 0.04%
+4,472
283
$236K 0.04%
5,143
-782
284
$232K 0.04%
7,863
-546
285
$227K 0.04%
+12,300
286
$223K 0.03%
4,094
287
$218K 0.03%
8,520
288
$217K 0.03%
+5,320
289
$215K 0.03%
9,009
-1,358
290
$213K 0.03%
2,980
291
$209K 0.03%
6,202
292
$207K 0.03%
5,666
293
$204K 0.03%
13,036
-4,019
294
$202K 0.03%
14,700
295
$202K 0.03%
4,353
-10,670
296
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+3,759
297
$147K 0.02%
10,437
298
$141K 0.02%
+15,307
299
$133K 0.02%
100,000
300
$122K 0.02%
+1,465
10 11
12
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