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
$637M
AUM Growth
-$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.87M
3
+$8.59M
4
CIEN icon
Ciena
CIEN
+$6.6M
5
TDOC icon
Teladoc Health
TDOC
+$5.8M

Top Sells

1
+$9.68M
2
+$8.32M
3
+$8.23M
4
BABA icon
Alibaba
BABA
+$7.81M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.14M

Sector Composition

1 Technology 22.83%
2 Healthcare 20.95%
3 Industrials 11.98%
4 Financials 8.28%
5 Consumer Discretionary 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$206K 0.03%
1,225
-602
327
$202K 0.03%
3,744
-180
328
$200K 0.03%
141,754
-10,712
329
$200K 0.03%
4,309
-206
330
$199K 0.03%
385
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331
$199K 0.03%
+4,940
332
$199K 0.03%
2,528
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333
$198K 0.03%
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334
$198K 0.03%
13,303
-52,495
335
$197K 0.03%
2,155
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336
$195K 0.03%
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337
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338
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9,182
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339
$191K 0.03%
81,066
-6,075
340
$187K 0.03%
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341
$184K 0.03%
40,397
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342
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343
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344
$180K 0.03%
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345
$179K 0.03%
131,453
+71,835
346
$178K 0.03%
1,138
347
$169K 0.03%
17,615
-44,492
348
$169K 0.03%
+421
349
$164K 0.03%
+30,318
350
$157K 0.02%
+2,699
12 13
14
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