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
326
– –
-3,948
327
– –
-5,185
328
– –
-38,475
329
– –
-94,126
330
– –
-65,185
331
– –
-48,563
332
– –
-7,684
333
– –
-9,630
334
– –
-70,954
335
– –
-121,532
336
– –
-43,266
337
– –
-27,026
338
– –
-32,445
339
– –
-1,757
340
– –
-11,179
341
– –
-13,037
342
– –
-1,244
343
– –
-130,674
344
– –
-3,548
345
– –
-113,707
346
– –
-3,206
347
– –
-14,420
348
– –
-23,992
349
– –
-37,824
350
– –
-28,987
11 12 13
14
15