EIM

Essex Investment Management Portfolio holdings

AUM $632M
1-Year Est. Return 95.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+95.36%
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
+$14.4M
2
+$9.91M
3
+$8M
4
TDOC icon
Teladoc Health
TDOC
+$7.16M
5
CIEN icon
Ciena
CIEN
+$6.16M

Top Sells

1
+$10.1M
2
+$10M
3
+$8.82M
4
BABA icon
Alibaba
BABA
+$8.42M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.33M

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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-692
502
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503
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504
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505
$0 ﹤0.01%
+1
506
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-12,533
507
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-10,783
508
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-34,453
509
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-16,717
510
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-137,322
511
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-44,228
512
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-16,790
513
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-32,181
514
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-18,585
515
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-2,586
516
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-62,860
517
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-77,622
518
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-22,895
519
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-39,024
520
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-112,900
521
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-15,548
522
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-192,829
523
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-192,818
524
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-170,006
525
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-450,725
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