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
501
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-11,429
502
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503
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504
$0 ﹤0.01%
+17
505
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-6,995
506
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-44,479
507
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-3,110
508
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509
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510
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-3,433
511
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512
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-34,453
513
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-16,717
514
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-137,322
515
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-44,228
516
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-16,790
517
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-32,181
518
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519
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520
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521
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-62,860
522
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-77,622
523
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-22,895
524
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-39,024
525
– –
-15,548
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