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
$637M
AUM Growth
-$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.87M
3
+$8.59M
4
CIEN icon
Ciena
CIEN
+$6.6M
5
TDOC icon
Teladoc Health
TDOC
+$5.8M

Top Sells

1
+$9.68M
2
+$8.32M
3
+$8.23M
4
BABA icon
Alibaba
BABA
+$7.81M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.14M

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
51
$3.01M 0.47%
180,426
-26,152
52
$3M 0.47%
78,889
+26,432
53
$2.99M 0.47%
46,798
-61,554
54
$2.98M 0.47%
127,145
-36,152
55
$2.97M 0.47%
+176
56
$2.96M 0.47%
150,535
-10,027
57
$2.95M 0.46%
35,239
-1,408
58
$2.88M 0.45%
117,102
-1,876
59
$2.87M 0.45%
29,776
-825
60
$2.74M 0.43%
40,172
-1,627
61
$2.74M 0.43%
157,372
+3,048
62
$2.73M 0.43%
10,174
-13,777
63
$2.7M 0.42%
26,245
-527
64
$2.69M 0.42%
45,458
-26,041
65
$2.6M 0.41%
+81,914
66
$2.56M 0.4%
505,827
+18,855
67
$2.54M 0.4%
1,702
-22
68
$2.48M 0.39%
82,804
+13,988
69
$2.45M 0.39%
21,611
-21,757
70
$2.44M 0.38%
257,648
+96,240
71
$2.43M 0.38%
42,812
-47,638
72
$2.43M 0.38%
32,945
-813
73
$2.4M 0.38%
47,633
-763
74
$2.38M 0.37%
116,485
+2,561
75
$2.34M 0.37%
+212,102
1 2
3
4 5