EIM
Essex Investment Management Portfolio holdings
AUM
$550M
1-Year Return
61.92%
This Quarter Return
+12%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$736M
AUM Growth
+$37.1M
(+5.3%)
Cap. Flow
-$20M
Cap. Flow
% of AUM
-2.72%
Top 10 Holdings %
Top 10 Hldgs %
19.12%
Holding
398
New
58
Increased
68
Reduced
185
Closed
45
Top Buys
| 1 |
Home Depot
HD
|
+$5.76M |
| 2 |
Alibaba
BABA
|
+$5.16M |
| 3 |
Gilead Sciences
GILD
|
+$5.08M |
| 4 |
Teradyne
TER
|
+$4.61M |
| 5 |
EVBG
Everbridge, Inc. Common Stock
EVBG
|
+$4.47M |
Top Sells
| 1 |
CyberArk
CYBR
|
+$10.8M |
| 2 |
KITE
Kite Pharma, Inc.
KITE
|
+$7.32M |
| 3 |
Apple
AAPL
|
+$6.44M |
| 4 |
Walt Disney
DIS
|
+$5.46M |
| 5 |
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% |
