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
$716M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$5.87M
3
+$5.66M
4
SEM icon
Select Medical
SEM
+$5.25M
5
BOX icon
Box
BOX
+$5.05M

Top Sells

1
+$10.9M
2
+$8.43M
3
+$4.61M
4
ERII icon
Energy Recovery
ERII
+$4.57M
5
MSFT icon
Microsoft
MSFT
+$3.82M

Sector Composition

1 Technology 28.32%
2 Industrials 24.19%
3 Healthcare 15.92%
4 Consumer Discretionary 7.08%
5 Materials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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404
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424
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