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
$736M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$5.16M
3
+$5.08M
4
TER icon
Teradyne
TER
+$4.61M
5
EVBG
Everbridge, Inc. Common Stock
EVBG
+$4.47M

Top Sells

1
+$10.8M
2
+$7.32M
3
+$6.44M
4
DIS icon
Walt Disney
DIS
+$5.46M
5
AMZN icon
Amazon
AMZN
+$4.32M

Sector Composition

1 Technology 24.04%
2 Healthcare 17.67%
3 Industrials 14.24%
4 Consumer Discretionary 12.41%
5 Financials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$78K 0.01%
+2,373
352
$28K ﹤0.01%
10,000
353
$19K ﹤0.01%
20,000
354
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-9,172
355
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-182,575
356
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357
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358
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360
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362
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363
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-10,598
364
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-7,482
365
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366
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367
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369
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373
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375
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-253,158
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