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
$609M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$6.85M
3
+$6.8M
4
CYBR icon
CyberArk
CYBR
+$3.65M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.62M

Top Sells

1
+$6.84M
2
+$6.01M
3
+$5.12M
4
IDTI
Integrated Device Technology I
IDTI
+$4.82M
5
AAPL icon
Apple
AAPL
+$4.06M

Sector Composition

1 Technology 25.2%
2 Healthcare 20.85%
3 Industrials 11.07%
4 Communication Services 9.93%
5 Financials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.82M 0.46%
103,982
+14,547
52
$2.76M 0.45%
72,227
+27,424
53
$2.62M 0.43%
310,889
+52,744
54
$2.58M 0.42%
22,375
55
$2.55M 0.42%
65,649
-2,615
56
$2.54M 0.42%
35,852
-9,120
57
$2.49M 0.41%
37,761
58
$2.46M 0.4%
37,099
+2,692
59
$2.46M 0.4%
+54,813
60
$2.41M 0.4%
+311,000
61
$2.27M 0.37%
52
+15
62
$2.21M 0.36%
36,625
+368
63
$2.19M 0.36%
89,134
64
$2.13M 0.35%
71,701
65
$2.09M 0.34%
32,939
66
$2M 0.33%
522,848
+483,648
67
$1.97M 0.32%
194,230
-7,164
68
$1.96M 0.32%
16,849
69
$1.94M 0.32%
28,482
+2,670
70
$1.93M 0.32%
12,796
+1,122
71
$1.92M 0.32%
26,677
72
$1.9M 0.31%
87,927
+49,486
73
$1.84M 0.3%
42,626
74
$1.83M 0.3%
42,020
-594
75
$1.83M 0.3%
83,352
-25,455
1 2
3
4 5