EIM

Essex Investment Management Portfolio holdings

AUM $550M
1-Year Est. Return 61.92%
This Quarter Est. Return
1 Year Est. Return
+61.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$640M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.57M
3
+$7.77M
4
ANET icon
Arista Networks
ANET
+$4.19M
5
HDP
Hortonworks, Inc.
HDP
+$3.83M

Top Sells

1
+$8.5M
2
+$6.8M
3
+$5.91M
4
BA icon
Boeing
BA
+$4.66M
5
MLNX
Mellanox Technologies, Ltd.
MLNX
+$4.33M

Sector Composition

1 Technology 27.68%
2 Healthcare 20.53%
3 Communication Services 10.33%
4 Industrials 10.05%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6M 0.94%
62,151
-182
27
$5.69M 0.89%
72,571
+427
28
$5.57M 0.87%
94,044
-61,259
29
$5.52M 0.86%
1,084,439
+459,768
30
$5.37M 0.84%
29,765
-12,450
31
$5.33M 0.83%
75,321
-2,716
32
$5.1M 0.8%
38,534
33
$5.08M 0.79%
72,814
+13,792
34
$4.5M 0.7%
5,360
-6
35
$4.04M 0.63%
49,755
+44,618
36
$4M 0.62%
75,578
-84
37
$3.94M 0.62%
16,851
-5,727
38
$3.83M 0.6%
+174,665
39
$3.79M 0.59%
26,240
-32,242
40
$3.73M 0.58%
39,613
-4,735
41
$3.73M 0.58%
68
+16
42
$3.71M 0.58%
427,300
+116,300
43
$3.49M 0.54%
74,655
-56,816
44
$3.38M 0.53%
+457,788
45
$3.35M 0.52%
37,199
-439
46
$3.34M 0.52%
65,689
-19,487
47
$3.28M 0.51%
10,713
+7,244
48
$3.23M 0.5%
320,889
+10,000
49
$3.22M 0.5%
122,368
-224,780
50
$3.21M 0.5%
21,478
+16,732
1
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