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
$609M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$6.85M
3
+$6.8M
4
CYBR icon
CyberArk
CYBR
+$3.65M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.62M

Top Sells

1
+$6.84M
2
+$6.01M
3
+$5.12M
4
IDTI
Integrated Device Technology I
IDTI
+$4.82M
5
AAPL icon
Apple
AAPL
+$4.06M

Sector Composition

1 Technology 25.2%
2 Healthcare 20.85%
3 Industrials 11.07%
4 Communication Services 9.93%
5 Financials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$136K 0.02%
13,085
+3,008
302
$131K 0.02%
4,469
+124
303
$125K 0.02%
+10,000
304
$61K 0.01%
5,386
+1,239
305
$56K 0.01%
28,760
306
$50K 0.01%
12,461
307
$49K 0.01%
14,820
308
$49K 0.01%
28,198
309
$46K 0.01%
86,902
+12,540
310
$42K 0.01%
14,586
311
$41K 0.01%
+10,000
312
$40K 0.01%
2,233
-14,811
313
$37K 0.01%
12,633
314
$34K 0.01%
+999
315
$31K 0.01%
18,740
316
$19K ﹤0.01%
4,687
317
$7K ﹤0.01%
73
318
– –
-177,308
319
– –
-92,912
320
– –
-150
321
– –
-7,131
322
– –
-97,927
323
– –
-122,877
324
– –
-87,477
325
– –
-25,784
11 12
13
14 15