EIM

Essex Investment Management Portfolio holdings

AUM $656M
1-Year Est. Return 72.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+72.01%
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
+$14.4M
2
+$9.91M
3
+$8M
4
TDOC icon
Teladoc Health
TDOC
+$7.16M
5
CIEN icon
Ciena
CIEN
+$6.16M

Top Sells

1
+$10.1M
2
+$10M
3
+$8.82M
4
BABA icon
Alibaba
BABA
+$8.42M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.33M

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
351
$156K 0.02%
2,174
-104
352
$152K 0.02%
4,212
-65
353
$147K 0.02%
+280,000
354
$146K 0.02%
+9,551
355
$144K 0.02%
+920
356
$140K 0.02%
5,655
-272
357
$136K 0.02%
+3,288
358
$135K 0.02%
1,129
-51
359
$130K 0.02%
+1,007
360
$128K 0.02%
+74,372
361
$125K 0.02%
+1,729
362
$121K 0.02%
+39,271
363
$119K 0.02%
+1,541
364
$116K 0.02%
+4,710
365
$108K 0.02%
+633
366
$107K 0.02%
+5,881
367
$105K 0.02%
+2,400
368
$103K 0.02%
+342,082
369
$101K 0.02%
+204
370
$100K 0.02%
170,164
-12,860
371
$98K 0.02%
+1,802
372
$96K 0.02%
+1,454
373
$95K 0.01%
+1,308
374
$94K 0.01%
+731
375
$94K 0.01%
+1,093
13 14
15
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