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
$716M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$5.87M
3
+$5.66M
4
SEM icon
Select Medical
SEM
+$5.25M
5
BOX icon
Box
BOX
+$5.05M

Top Sells

1
+$10.9M
2
+$8.43M
3
+$4.61M
4
ERII icon
Energy Recovery
ERII
+$4.57M
5
MSFT icon
Microsoft
MSFT
+$3.82M

Sector Composition

1 Technology 28.32%
2 Industrials 24.19%
3 Healthcare 15.92%
4 Consumer Discretionary 7.08%
5 Materials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$206K 0.03%
2,291
277
$205K 0.03%
3,977
278
$205K 0.03%
2,884
-10,829
279
$188K 0.03%
6,800
280
$186K 0.03%
2,449
-695
281
$185K 0.03%
11,210
282
$178K 0.02%
1,637
283
$177K 0.02%
1,084
284
$173K 0.02%
13,230
285
$169K 0.02%
2,400
286
$151K 0.02%
5,149
287
$149K 0.02%
3,958
288
$143K 0.02%
827
289
$139K 0.02%
1,207
-12
290
$139K 0.02%
10,459
291
$135K 0.02%
2,129
292
$134K 0.02%
7,866
293
$130K 0.02%
1,100
294
$129K 0.02%
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295
$127K 0.02%
4,539
296
$126K 0.02%
2,362
-19
297
$124K 0.02%
+1,054
298
$121K 0.02%
3,910
299
$120K 0.02%
1,372
-6
300
$119K 0.02%
1,000
10 11
12
13 14