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
$638M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.5M
3
+$3.07M
4
BABA icon
Alibaba
BABA
+$3.07M
5
BAC icon
Bank of America
BAC
+$2.96M

Top Sells

1
+$11.1M
2
+$5.41M
3
+$3.29M
4
DVN icon
Devon Energy
DVN
+$3.25M
5
NTNX icon
Nutanix
NTNX
+$3.02M

Sector Composition

1 Technology 25.25%
2 Healthcare 13.79%
3 Industrials 12.53%
4 Consumer Discretionary 10.67%
5 Financials 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$441K 0.07%
+33,833
277
$437K 0.07%
5,391
-85
278
$435K 0.07%
5,500
-2,608
279
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280
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281
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14,598
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282
$398K 0.06%
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283
$387K 0.06%
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284
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285
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286
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287
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288
$366K 0.06%
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289
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3,229
290
$353K 0.06%
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291
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292
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293
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13
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294
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295
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296
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5,371
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297
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3,924
298
$314K 0.05%
15,424
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299
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15,273
-10,516
300
$310K 0.05%
40,000
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