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
451
$4K ﹤0.01%
+84
452
$4K ﹤0.01%
+21
453
$3K ﹤0.01%
+85
454
$3K ﹤0.01%
+404
455
$3K ﹤0.01%
+40
456
$3K ﹤0.01%
+35
457
$3K ﹤0.01%
+402
458
$2K ﹤0.01%
+18
459
$2K ﹤0.01%
+78
460
$2K ﹤0.01%
+153
461
$2K ﹤0.01%
+25
462
$2K ﹤0.01%
+184
463
$2K ﹤0.01%
+175
464
$1K ﹤0.01%
+5
465
$1K ﹤0.01%
+99
466
$1K ﹤0.01%
+16
467
– –
-6,359
468
– –
-167,756
469
– –
-13,235
470
– –
-29,630
471
– –
-13,365
472
– –
-17,456
473
– –
-36,703
474
– –
-80,138
475
– –
-9,748
17 18
19
20 21