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
376
$92K 0.01%
+3,059
377
$90K 0.01%
+6,806
378
$82K 0.01%
+5,640
379
$81K 0.01%
+864
380
$74K 0.01%
+910
381
$72K 0.01%
+2,093
382
$71K 0.01%
+640
383
$70K 0.01%
+2,459
384
$70K 0.01%
+4,443
385
$67K 0.01%
+2,100
386
$61K 0.01%
+635
387
$61K 0.01%
+3,305
388
$61K 0.01%
+622
389
$60K 0.01%
+70
390
$55K 0.01%
+431
391
$54K 0.01%
+500
392
$53K 0.01%
+617
393
$52K 0.01%
1,434
-101,156
394
$51K 0.01%
+346
395
$49K 0.01%
+1,591
396
$47K 0.01%
+342
397
$43K 0.01%
+3,895
398
$42K 0.01%
+333
399
$41K 0.01%
+1,137
400
$39K 0.01%
+200
14 15
16
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