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
$638M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.5M
3
+$3.07M
4
BABA icon
Alibaba
BABA
+$3.07M
5
BAC icon
Bank of America
BAC
+$2.96M

Top Sells

1
+$11.1M
2
+$5.41M
3
+$3.29M
4
DVN icon
Devon Energy
DVN
+$3.25M
5
NTNX icon
Nutanix
NTNX
+$3.02M

Sector Composition

1 Technology 25.25%
2 Healthcare 13.79%
3 Industrials 12.53%
4 Consumer Discretionary 10.67%
5 Financials 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.96M 0.46%
+125,440
52
$2.89M 0.45%
151,526
+93,708
53
$2.85M 0.45%
60,298
-1,812
54
$2.84M 0.45%
53,889
-4,329
55
$2.82M 0.44%
51,024
+24,224
56
$2.77M 0.43%
78,933
-617
57
$2.72M 0.43%
131,569
+22,394
58
$2.68M 0.42%
85,467
-1,095
59
$2.64M 0.41%
31,994
-4,549
60
$2.6M 0.41%
50,573
61
$2.56M 0.4%
388,647
+30,248
62
$2.52M 0.39%
302,541
-44,797
63
$2.51M 0.39%
+84,341
64
$2.46M 0.39%
46,295
-2,219
65
$2.4M 0.38%
52,869
-1,076
66
$2.4M 0.38%
100,080
-3,523
67
$2.31M 0.36%
68,975
-14,705
68
$2.31M 0.36%
31,245
69
$2.31M 0.36%
35,730
+19,664
70
$2.29M 0.36%
92,185
-6,141
71
$2.28M 0.36%
119,189
+10,261
72
$2.26M 0.35%
55,314
-1,855
73
$2.25M 0.35%
13,535
+11,580
74
$2.25M 0.35%
24,984
-140
75
$2.21M 0.35%
30,262
1 2
3
4 5