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
426
$15K ﹤0.01%
+219
427
$15K ﹤0.01%
+192
428
$15K ﹤0.01%
+680
429
$14K ﹤0.01%
+103
430
$14K ﹤0.01%
+123
431
$13K ﹤0.01%
+363
432
$13K ﹤0.01%
20,000
433
$12K ﹤0.01%
+141
434
$12K ﹤0.01%
+135
435
$12K ﹤0.01%
+191
436
$11K ﹤0.01%
+156
437
$11K ﹤0.01%
+195
438
$10K ﹤0.01%
+504
439
$10K ﹤0.01%
+106
440
$9K ﹤0.01%
+221
441
$9K ﹤0.01%
+102
442
$9K ﹤0.01%
+200
443
$8K ﹤0.01%
+193
444
$7K ﹤0.01%
+150
445
$6K ﹤0.01%
+230
446
$6K ﹤0.01%
+300
447
$6K ﹤0.01%
+89
448
$5K ﹤0.01%
+30
449
$5K ﹤0.01%
+127
450
$5K ﹤0.01%
+36
16 17
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