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
$609M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$6.85M
3
+$6.8M
4
CYBR icon
CyberArk
CYBR
+$3.65M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.62M

Top Sells

1
+$6.84M
2
+$6.01M
3
+$5.12M
4
IDTI
Integrated Device Technology I
IDTI
+$4.82M
5
AAPL icon
Apple
AAPL
+$4.06M

Sector Composition

1 Technology 25.2%
2 Healthcare 20.85%
3 Industrials 11.07%
4 Communication Services 9.93%
5 Financials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.3M 1.04%
131,471
-2,387
27
$6.12M 1.01%
70,774
28
$5.78M 0.95%
5,366
+2,611
29
$5.68M 0.93%
78,037
-1,837
30
$5.65M 0.93%
122,773
+23,000
31
$5.53M 0.91%
62,333
32
$5.26M 0.86%
317,595
+116,970
33
$5.2M 0.85%
137,707
+4,707
34
$5.12M 0.84%
48,650
+18,675
35
$5.01M 0.82%
72,144
-19
36
$4.49M 0.74%
624,671
+176,397
37
$4.45M 0.73%
38,534
+7,641
38
$4.18M 0.69%
85,176
+1,101
39
$4.12M 0.68%
59,200
40
$4.07M 0.67%
59,022
+26
41
$3.99M 0.66%
44,300
42
$3.97M 0.65%
97,162
-2,439
43
$3.96M 0.65%
22,578
-9,990
44
$3.6M 0.59%
75,662
45
$3.54M 0.58%
44,348
+3,313
46
$3.25M 0.53%
+57,608
47
$2.97M 0.49%
37,638
48
$2.93M 0.48%
120,903
-1,557
49
$2.92M 0.48%
61,960
-2,489
50
$2.88M 0.47%
56,005
+20,394
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