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
376
$21K ﹤0.01%
76
377
$20K ﹤0.01%
135
378
$18K ﹤0.01%
680
379
$17K ﹤0.01%
460
380
$17K ﹤0.01%
+367
381
$17K ﹤0.01%
83
-256
382
$17K ﹤0.01%
50
383
$17K ﹤0.01%
60
384
$15K ﹤0.01%
85
385
$15K ﹤0.01%
53
386
$14K ﹤0.01%
20,000
387
$13K ﹤0.01%
62
388
$13K ﹤0.01%
64
389
$12K ﹤0.01%
165
390
$12K ﹤0.01%
102
391
$12K ﹤0.01%
+42
392
$12K ﹤0.01%
191
393
$11K ﹤0.01%
114
394
$10K ﹤0.01%
200
395
$10K ﹤0.01%
200
396
$10K ﹤0.01%
245
397
$9K ﹤0.01%
150
398
$9K ﹤0.01%
390
399
$8K ﹤0.01%
497
400
$8K ﹤0.01%
100
14 15
16
17 18