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
301
$1.86K ﹤0.01%
25
302
$1.37K ﹤0.01%
77
303
$1.02K ﹤0.01%
5
304
$503 ﹤0.01%
122
-468,123
305
$164 ﹤0.01%
11
-85
306
$31 ﹤0.01%
1
307
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308
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309
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310
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311
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-104,336
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313
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-398,594
314
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-7,918
315
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316
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317
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-28,608
318
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-49,783
319
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-123,401
320
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-5,184
321
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-112,656
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