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
26
$4.78M 0.75%
120,505
-30,115
27
$4.42M 0.69%
239,457
+227,131
28
$4.33M 0.68%
69,420
-947
29
$4.18M 0.66%
387,062
-19,722
30
$4.17M 0.65%
307,880
-86,263
31
$4.17M 0.65%
103,703
+23,590
32
$4.05M 0.64%
62,148
-530
33
$4.02M 0.63%
319,736
+4,450
34
$3.95M 0.62%
62,681
-4,188
35
$3.83M 0.6%
181,835
+8,496
36
$3.78M 0.59%
61,389
-27,168
37
$3.76M 0.59%
43,140
-11,707
38
$3.71M 0.58%
44,750
-8,186
39
$3.71M 0.58%
308,185
+32,788
40
$3.65M 0.57%
113,552
+93,955
41
$3.61M 0.57%
126,925
-6,530
42
$3.52M 0.55%
99,654
+69,770
43
$3.48M 0.55%
71,754
-1,058
44
$3.38M 0.53%
20,220
-328
45
$3.38M 0.53%
93,578
+26,184
46
$3.29M 0.52%
24,000
-400
47
$3.24M 0.51%
+51,319
48
$3.22M 0.5%
196,800
+13,382
49
$3.05M 0.48%
29,813
-1,813
50
$3.04M 0.48%
34,046
-564
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