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
$638M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.5M
3
+$3.07M
4
BABA icon
Alibaba
BABA
+$3.07M
5
BAC icon
Bank of America
BAC
+$2.96M

Top Sells

1
+$11.1M
2
+$5.41M
3
+$3.29M
4
DVN icon
Devon Energy
DVN
+$3.25M
5
NTNX icon
Nutanix
NTNX
+$3.02M

Sector Composition

1 Technology 25.25%
2 Healthcare 13.79%
3 Industrials 12.53%
4 Consumer Discretionary 10.67%
5 Financials 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.19M 0.81%
34,048
-21,587
27
$5.08M 0.8%
52,121
-7,165
28
$4.97M 0.78%
99,621
-497
29
$4.8M 0.75%
59,691
+26,226
30
$4.78M 0.75%
77,016
-33,860
31
$4.65M 0.73%
88,551
+10,854
32
$4.31M 0.68%
69,231
+13,770
33
$4.22M 0.66%
101,099
-77,938
34
$4.19M 0.66%
71,069
-1,650
35
$4.18M 0.65%
3,511
36
$4.17M 0.65%
38,163
+26,388
37
$4.01M 0.63%
78,063
-11,415
38
$3.98M 0.62%
87,662
-28,653
39
$3.83M 0.6%
21,292
+3,312
40
$3.77M 0.59%
70,034
+18,996
41
$3.68M 0.58%
68,962
+21,834
42
$3.64M 0.57%
50,781
+17,798
43
$3.62M 0.57%
169,468
+105,056
44
$3.61M 0.57%
193,656
+145,691
45
$3.61M 0.57%
329,305
+97,038
46
$3.43M 0.54%
419,704
-240,618
47
$3.13M 0.49%
72,675
+5,739
48
$3.13M 0.49%
53,559
-20,566
49
$3.07M 0.48%
312,776
-15,962
50
$3.07M 0.48%
+28,435
1
2
3 4 5