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
$637M
AUM Growth
-$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$8.87M
3 +$8.59M
4
CIEN icon
Ciena
CIEN
+$6.6M
5
TDOC icon
Teladoc Health
TDOC
+$5.8M

Top Sells

1 +$9.68M
2 +$8.32M
3 +$8.23M
4
BABA icon
Alibaba
BABA
+$7.81M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.14M

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
401
$39K 0.01%
+430
402
$39K 0.01%
+246
403
$37K 0.01%
+180
404
$35K 0.01%
+354
405
$34K 0.01%
+292
406
$33K 0.01%
+260
407
$33K 0.01%
+252
408
$30K ﹤0.01%
+430
409
$30K ﹤0.01%
+621
410
$29K ﹤0.01%
+679
411
$29K ﹤0.01%
+192
412
$28K ﹤0.01%
+500
413
$27K ﹤0.01%
+402
414
$26K ﹤0.01%
+1,000
415
$24K ﹤0.01%
+1,574
416
$24K ﹤0.01%
+265
417
$24K ﹤0.01%
+1,500
418
$23K ﹤0.01%
+2,000
419
$23K ﹤0.01%
+165
420
$22K ﹤0.01%
+135
421
$22K ﹤0.01%
+415
422
$21K ﹤0.01%
+75
423
$21K ﹤0.01%
+390
424
$20K ﹤0.01%
+680
425
$18K ﹤0.01%
+750