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
$687M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$8.45M
3
+$5.83M
4
MBLY
Mobileye N.V.
MBLY
+$3.3M
5
JBLU icon
JetBlue
JBLU
+$3.24M

Top Sells

1
+$7.68M
2
+$4.57M
3
+$3.56M
4
MC icon
Moelis & Co
MC
+$3.55M
5
SLB icon
SLB Ltd
SLB
+$3.14M

Sector Composition

1 Technology 23.42%
2 Healthcare 21.79%
3 Industrials 13.38%
4 Financials 9.6%
5 Communication Services 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.68M 0.54%
48,417
+20,951
52
$3.62M 0.53%
102,871
+2,475
53
$3.54M 0.52%
65,417
+3,057
54
$3.53M 0.51%
39,068
-17
55
$3.52M 0.51%
86,650
+81,350
56
$3.46M 0.5%
75,052
+325
57
$3.45M 0.5%
77,325
+689
58
$3.44M 0.5%
54,288
-7,199
59
$3.34M 0.49%
31,811
60
$3.23M 0.47%
34
+4
61
$3.21M 0.47%
42,626
62
$3.19M 0.47%
120,580
+92,080
63
$3.13M 0.46%
210,739
64
$3.08M 0.45%
66,988
-7,172
65
$3.04M 0.44%
107,071
66
$2.97M 0.43%
44,651
+28,050
67
$2.88M 0.42%
59,808
-4,737
68
$2.81M 0.41%
79,032
+10,226
69
$2.6M 0.38%
6,351
+5,416
70
$2.6M 0.38%
48,593
+23,251
71
$2.58M 0.38%
22,266
72
$2.55M 0.37%
27,998
73
$2.44M 0.36%
11,468
74
$2.39M 0.35%
43,655
75
$2.38M 0.35%
234,521
+57,072
1 2
3
4 5