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
$637M
AUM Growth
-$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.87M
3
+$8.59M
4
CIEN icon
Ciena
CIEN
+$6.6M
5
TDOC icon
Teladoc Health
TDOC
+$5.8M

Top Sells

1
+$9.68M
2
+$8.32M
3
+$8.23M
4
BABA icon
Alibaba
BABA
+$7.81M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.14M

Sector Composition

1 Technology 22.83%
2 Healthcare 20.95%
3 Industrials 11.98%
4 Financials 8.28%
5 Consumer Discretionary 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$327K 0.05%
5,697
-226
277
$320K 0.05%
4,777
-225
278
$316K 0.05%
13,182
-210
279
$311K 0.05%
226,709
-17,140
280
$310K 0.05%
2,732
-128
281
$309K 0.05%
34,105
-1,841
282
$307K 0.05%
+117,647
283
$306K 0.05%
+65,063
284
$299K 0.05%
+26,425
285
$295K 0.05%
63,095
-4,696
286
$289K 0.05%
1,329
287
$286K 0.04%
+18,472
288
$286K 0.04%
+72,876
289
$285K 0.04%
5,259
-252
290
$283K 0.04%
3,549
-170
291
$282K 0.04%
60,589
-4,514
292
$282K 0.04%
+23,592
293
$278K 0.04%
2,124
294
$278K 0.04%
19,105
+528
295
$276K 0.04%
+21,807
296
$275K 0.04%
165,774
+44,429
297
$272K 0.04%
33,968
+3,751
298
$271K 0.04%
38,501
-2,911
299
$268K 0.04%
103,017
+43,774
300
$268K 0.04%
+18,961
10 11
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