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
$815M
AUM Growth
-$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$3.29M
3
+$3.19M
4
ENPH icon
Enphase Energy
ENPH
+$2.67M
5
CCRD
CoreCard
CCRD
+$2.26M

Top Sells

1
+$6M
2
+$5.8M
3
+$4.46M
4
LDL
Lydall, Inc.
LDL
+$4.31M
5
ASPN icon
Aspen Aerogels
ASPN
+$3.94M

Sector Composition

1 Technology 23.83%
2 Industrials 17.78%
3 Healthcare 15.62%
4 Consumer Discretionary 10.77%
5 Financials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$149K 0.02%
2,400
327
$144K 0.02%
1,785
328
$138K 0.02%
793
-5
329
$134K 0.02%
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330
$130K 0.02%
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331
$128K 0.02%
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332
$124K 0.02%
827
333
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+1,766
334
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335
$96K 0.01%
805
336
$92K 0.01%
1,219
-19,500
337
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338
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339
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340
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341
$83K 0.01%
492
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342
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735
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343
$82K 0.01%
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344
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345
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346
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744
347
$58K 0.01%
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348
$54K 0.01%
791
349
$47K 0.01%
1,054
350
$44K 0.01%
199
12 13
14
15 16