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
$494M
AUM Growth
-$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.92M
3
+$4.81M
4
ZM icon
Zoom
ZM
+$3.82M
5
V icon
Visa
V
+$3.31M

Top Sells

1
+$13.6M
2
+$9.91M
3
+$7.37M
4
JPM icon
JPMorgan Chase
JPM
+$7.33M
5
DIS icon
Walt Disney
DIS
+$6.22M

Sector Composition

1 Technology 26.82%
2 Healthcare 21.24%
3 Consumer Discretionary 12.21%
4 Industrials 11.58%
5 Financials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$18K ﹤0.01%
776
352
$17K ﹤0.01%
219
353
$16K ﹤0.01%
20,000
354
$14K ﹤0.01%
103
355
$13K ﹤0.01%
141
356
$13K ﹤0.01%
156
357
$12K ﹤0.01%
123
358
$11K ﹤0.01%
750
359
$10K ﹤0.01%
135
360
$10K ﹤0.01%
712
-552
361
$10K ﹤0.01%
680
362
$9K ﹤0.01%
504
363
$9K ﹤0.01%
191
364
$9K ﹤0.01%
200
365
$9K ﹤0.01%
1,500
-430,824
366
$8K ﹤0.01%
245
-376
367
$7K ﹤0.01%
195
368
$7K ﹤0.01%
165
-10
369
$6K ﹤0.01%
300
370
$6K ﹤0.01%
127
371
$6K ﹤0.01%
36
372
$6K ﹤0.01%
30
373
$5K ﹤0.01%
150
374
$4K ﹤0.01%
99
375
$3K ﹤0.01%
84
13 14
15
16 17