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
$815M
AUM Growth
-$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$3.29M
3
+$3.19M
4
ENPH icon
Enphase Energy
ENPH
+$2.67M
5
CCRD
CoreCard
CCRD
+$2.26M

Top Sells

1
+$6M
2
+$5.8M
3
+$4.46M
4
LDL
Lydall, Inc.
LDL
+$4.31M
5
ASPN icon
Aspen Aerogels
ASPN
+$3.94M

Sector Composition

1 Technology 23.83%
2 Industrials 17.78%
3 Healthcare 15.62%
4 Consumer Discretionary 10.77%
5 Financials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$43K 0.01%
4,441
352
$43K 0.01%
320
353
$41K 0.01%
1,459
354
$41K 0.01%
371
-23,505
355
$40K ﹤0.01%
2,944
356
$38K ﹤0.01%
402
357
$38K ﹤0.01%
430
358
$34K ﹤0.01%
10,000
359
$32K ﹤0.01%
750
360
$31K ﹤0.01%
734
361
$31K ﹤0.01%
187
362
$30K ﹤0.01%
203
363
$29K ﹤0.01%
67
-6
364
$29K ﹤0.01%
934
365
$28K ﹤0.01%
175
366
$27K ﹤0.01%
593
367
$25K ﹤0.01%
341
368
$25K ﹤0.01%
390
369
$24K ﹤0.01%
141
370
$24K ﹤0.01%
94
371
$24K ﹤0.01%
156
372
$24K ﹤0.01%
123
373
$24K ﹤0.01%
80
374
$22K ﹤0.01%
387
375
$22K ﹤0.01%
103
13 14
15
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