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
$687M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$8.45M
3
+$5.83M
4
MBLY
Mobileye N.V.
MBLY
+$3.3M
5
JBLU icon
JetBlue
JBLU
+$3.24M

Top Sells

1
+$7.68M
2
+$4.57M
3
+$3.56M
4
MC icon
Moelis & Co
MC
+$3.55M
5
SLB icon
SLB Ltd
SLB
+$3.14M

Sector Composition

1 Technology 23.42%
2 Healthcare 21.79%
3 Industrials 13.38%
4 Financials 9.6%
5 Communication Services 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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389
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390
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-136,687
393
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