EIM

Essex Investment Management Portfolio holdings

AUM $550M
1-Year Est. Return 61.92%
This Quarter Est. Return
1 Year Est. Return
+61.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$640M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.57M
3
+$7.77M
4
ANET icon
Arista Networks
ANET
+$4.19M
5
HDP
Hortonworks, Inc.
HDP
+$3.83M

Top Sells

1
+$8.5M
2
+$6.8M
3
+$5.91M
4
BA icon
Boeing
BA
+$4.66M
5
MLNX
Mellanox Technologies, Ltd.
MLNX
+$4.33M

Sector Composition

1 Technology 27.68%
2 Healthcare 20.53%
3 Communication Services 10.33%
4 Industrials 10.05%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.1M 0.48%
72,393
+166
52
$3.05M 0.48%
56,085
+80
53
$2.76M 0.43%
35,526
-326
54
$2.75M 0.43%
104,194
+63,035
55
$2.72M 0.43%
43,584
+6,485
56
$2.71M 0.42%
103,982
57
$2.69M 0.42%
168,000
-149,595
58
$2.64M 0.41%
22,229
-146
59
$2.55M 0.4%
37,741
-20
60
$2.46M 0.39%
84,548
-38,225
61
$2.45M 0.38%
71,701
62
$2.44M 0.38%
+19,571
63
$2.42M 0.38%
100,404
+12,477
64
$2.33M 0.36%
+77,368
65
$2.32M 0.36%
89,134
66
$2.19M 0.34%
+23,022
67
$2.17M 0.34%
12,663
-133
68
$2.15M 0.34%
32,249
-690
69
$2.09M 0.33%
26,266
-411
70
$2.01M 0.31%
47,747
-49,415
71
$2M 0.31%
60,732
+259
72
$1.99M 0.31%
16,891
+42
73
$1.98M 0.31%
81,787
+57,063
74
$1.97M 0.31%
1,081,601
+332,811
75
$1.92M 0.3%
41,577
-443
1 2
3
4 5