EIM
Essex Investment Management Portfolio holdings
AUM $550M
1-Year Return
61.92%
This Quarter Return
+6.02%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$679M
AUM Growth
-$7.91M
(-1.2%)
Cap. Flow
-$26.6M
Cap. Flow
% of AUM
-3.92%
Top 10 Holdings %
Top 10 Hldgs %
17.9%
Holding
409
New
64
Increased
71
Reduced
174
Closed
56
Top Buys
| 1 |
Palo Alto Networks
PANW
|
+$9.18M |
| 2 |
Meta Platforms (Facebook)
META
|
+$8.72M |
| 3 |
TWOU
2U, Inc.
TWOU
|
+$6.52M |
| 4 |
Canadian Solar
CSIQ
|
+$5.9M |
| 5 |
ULTI
Ultimate Software Group Inc
ULTI
|
+$5.24M |
Top Sells
| 1 |
VMW
VMware, Inc
VMW
|
+$9.82M |
| 2 |
BEAV
B/E Aerospace Inc
BEAV
|
+$8.13M |
| 3 |
Astronics
ATRO
|
+$6.86M |
| 4 |
American Airlines Group
AAL
|
+$6.07M |
| 5 |
YHOO
Yahoo Inc
YHOO
|
+$5.15M |
Sector Composition
| 1 | Technology | 19.65% |
| 2 | Healthcare | 18.53% |
| 3 | Industrials | 13.11% |
| 4 | Energy | 11.79% |
| 5 | Financials | 9.86% |