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
326
$39.2K 0.01%
402
327
$38.7K 0.01%
187
328
$38.7K 0.01%
320
329
$37.9K 0.01%
430
330
$35.7K 0.01%
10,000
331
$33.5K ﹤0.01%
141
-58
332
$32.8K ﹤0.01%
1,238
333
$29.7K ﹤0.01%
90
334
$28.4K ﹤0.01%
390
335
$26K ﹤0.01%
733
-18,659
336
$25.9K ﹤0.01%
76
337
$24.1K ﹤0.01%
210
338
$22.2K ﹤0.01%
680
339
$21.1K ﹤0.01%
85
-39
340
$20.6K ﹤0.01%
273
341
$19.7K ﹤0.01%
50
342
$19.3K ﹤0.01%
341
343
$18.2K ﹤0.01%
367
344
$17K ﹤0.01%
425
345
$16.1K ﹤0.01%
771
346
$16.1K ﹤0.01%
387
347
$15.6K ﹤0.01%
135
348
$15.4K ﹤0.01%
100
349
$14.9K ﹤0.01%
266
-215
350
$13.3K ﹤0.01%
62
12 13
14
15 16