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
301
$114K 0.02%
4,361
302
$112K 0.02%
280,465
-590,229
303
$107K 0.01%
2,304
304
$104K 0.01%
873
305
$103K 0.01%
425
-189
306
$101K 0.01%
2,149
307
$96.9K 0.01%
180
308
$92.7K 0.01%
1,452
-162
309
$87.6K 0.01%
4,961
310
$86.1K 0.01%
3,266
311
$80.9K 0.01%
735
312
$79.5K 0.01%
2,794
313
$72.4K 0.01%
404
-35
314
$71.8K 0.01%
1,224
315
$68.9K 0.01%
1,494
316
$67.5K 0.01%
4,094
317
$66.9K 0.01%
2,100
318
$65K 0.01%
6,961
-215,824
319
$58.8K 0.01%
12,084
320
$56.5K 0.01%
791
321
$55.7K 0.01%
390
322
$53.4K 0.01%
549
323
$50.6K 0.01%
3,987
324
$39.7K 0.01%
535
325
$39.4K 0.01%
196
-7
11 12
13
14 15