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
351
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-3,600
352
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-152,504
353
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-15,163
354
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-12,652
355
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-194,457
356
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-28,310
357
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-105,053
358
– –
-13,482
359
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-167,305
360
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-100,559
361
– –
-6,642
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