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
$815M
AUM Growth
-$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$3.29M
3
+$3.19M
4
ENPH icon
Enphase Energy
ENPH
+$2.67M
5
CCRD
CoreCard
CCRD
+$2.26M

Top Sells

1
+$6M
2
+$5.8M
3
+$4.46M
4
LDL
Lydall, Inc.
LDL
+$4.31M
5
ASPN icon
Aspen Aerogels
ASPN
+$3.94M

Sector Composition

1 Technology 23.83%
2 Industrials 17.78%
3 Healthcare 15.62%
4 Consumer Discretionary 10.77%
5 Financials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.27M 0.52%
11,100
-3,900
52
$4.17M 0.51%
193,132
-45,104
53
$4.15M 0.51%
108,206
+8,072
54
$4.14M 0.51%
77,354
-309
55
$4.13M 0.51%
388,351
-2,912
56
$3.96M 0.49%
213,903
+668
57
$3.9M 0.48%
6,444
+21
58
$3.8M 0.47%
33,974
+138
59
$3.67M 0.45%
509,679
-2,950
60
$3.66M 0.45%
17,387
-69
61
$3.66M 0.45%
131,325
62
$3.65M 0.45%
157,090
-62,221
63
$3.64M 0.45%
407,279
-4,363
64
$3.6M 0.44%
32,516
-185
65
$3.58M 0.44%
12,648
+100
66
$3.56M 0.44%
44,135
+308
67
$3.56M 0.44%
21,235
68
$3.52M 0.43%
85,627
-942
69
$3.52M 0.43%
152,084
-1,879
70
$3.47M 0.43%
125,734
-408
71
$3.4M 0.42%
51,111
-329
72
$3.36M 0.41%
114,841
-714
73
$3.35M 0.41%
21,672
-139
74
$3.34M 0.41%
12,309
-155
75
$3.31M 0.41%
48,673
-456
1 2
3
4 5