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
$716M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$5.87M
3
+$5.66M
4
SEM icon
Select Medical
SEM
+$5.25M
5
BOX icon
Box
BOX
+$5.05M

Top Sells

1
+$10.9M
2
+$8.43M
3
+$4.61M
4
ERII icon
Energy Recovery
ERII
+$4.57M
5
MSFT icon
Microsoft
MSFT
+$3.82M

Sector Composition

1 Technology 28.32%
2 Industrials 24.19%
3 Healthcare 15.92%
4 Consumer Discretionary 7.08%
5 Materials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.64M 0.79%
17,496
-1,507
27
$5.61M 0.78%
368,683
-19,330
28
$5.56M 0.78%
147,188
+13,173
29
$5.48M 0.77%
24,560
-497
30
$5.25M 0.73%
+305,555
31
$5.24M 0.73%
291,316
+34,863
32
$5.16M 0.72%
175,787
+171,787
33
$5.15M 0.72%
15,547
-2,019
34
$5.09M 0.71%
27,477
-5,079
35
$5.02M 0.7%
59,760
-10,820
36
$5M 0.7%
133,203
-2,563
37
$4.99M 0.7%
315,809
+125,718
38
$4.79M 0.67%
187,917
+14,200
39
$4.71M 0.66%
61,857
-6,481
40
$4.63M 0.65%
92,616
-9,093
41
$4.62M 0.65%
31,308
-7,206
42
$4.59M 0.64%
51,460
-5,461
43
$4.42M 0.62%
+67,494
44
$4.38M 0.61%
106,170
+12,378
45
$4.31M 0.6%
175,688
-12,025
46
$4.22M 0.59%
98,834
-9,520
47
$4.1M 0.57%
53,475
+14,689
48
$3.98M 0.56%
21,594
+2,513
49
$3.79M 0.53%
8,282
-509
50
$3.79M 0.53%
146,760
+12,774
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