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
$556M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$3.11M
3
+$2.84M
4
RDCM icon
Radcom
RDCM
+$2.83M
5
EXTR icon
Extreme Networks
EXTR
+$2.6M

Top Sells

1
+$3.79M
2
+$3.04M
3
+$3.02M
4
ZETA icon
Zeta Global
ZETA
+$2.71M
5
TBBK icon
The Bancorp
TBBK
+$2.66M

Sector Composition

1 Industrials 27.27%
2 Technology 26.96%
3 Healthcare 20.74%
4 Consumer Discretionary 5.8%
5 Financials 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$27.7K 0.01%
210
277
$26.3K ﹤0.01%
50
278
$24.7K ﹤0.01%
318
-448
279
$24.7K ﹤0.01%
2,661
280
$24K ﹤0.01%
137
-190
281
$23.5K ﹤0.01%
733
282
$23.1K ﹤0.01%
225
-316
283
$22.4K ﹤0.01%
287
-410
284
$21K ﹤0.01%
592
-834
285
$20.3K ﹤0.01%
771
286
$20K ﹤0.01%
70
287
$19.7K ﹤0.01%
514
288
$19.4K ﹤0.01%
83
289
$19.2K ﹤0.01%
1,665
-2,334
290
$18.3K ﹤0.01%
145
291
$15.5K ﹤0.01%
100
292
$14.4K ﹤0.01%
137
-190
293
$13.2K ﹤0.01%
262
294
$12.9K ﹤0.01%
153
295
$12.8K ﹤0.01%
867
-1,214
296
$12.7K ﹤0.01%
45
297
$11.7K ﹤0.01%
168
298
$9.65K ﹤0.01%
200
299
$7.98K ﹤0.01%
35
300
$6.67K ﹤0.01%
156
9 10 11
12
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