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
$815M
AUM Growth
-$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$3.29M
3
+$3.19M
4
ENPH icon
Enphase Energy
ENPH
+$2.67M
5
CCRD
CoreCard
CCRD
+$2.26M

Top Sells

1
+$6M
2
+$5.8M
3
+$4.46M
4
LDL
Lydall, Inc.
LDL
+$4.31M
5
ASPN icon
Aspen Aerogels
ASPN
+$3.94M

Sector Composition

1 Technology 23.83%
2 Industrials 17.78%
3 Healthcare 15.62%
4 Consumer Discretionary 10.77%
5 Financials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-80,285
452
– –
-96,527
453
– –
-71,142
454
– –
-80,000
455
– –
-151,620
15 16 17 18
19