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
$716M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$5.87M
3
+$5.66M
4
SEM icon
Select Medical
SEM
+$5.25M
5
BOX icon
Box
BOX
+$5.05M

Top Sells

1
+$10.9M
2
+$8.43M
3
+$4.61M
4
ERII icon
Energy Recovery
ERII
+$4.57M
5
MSFT icon
Microsoft
MSFT
+$3.82M

Sector Composition

1 Technology 28.32%
2 Industrials 24.19%
3 Healthcare 15.92%
4 Consumer Discretionary 7.08%
5 Materials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.74M 0.52%
94,967
+8,860
52
$3.71M 0.52%
18,901
-10,329
53
$3.64M 0.51%
26,758
-11,540
54
$3.62M 0.51%
134,714
-1,181
55
$3.6M 0.5%
141,028
-803
56
$3.58M 0.5%
285,092
-64,216
57
$3.57M 0.5%
424,603
+50,753
58
$3.55M 0.5%
389,272
-12,001
59
$3.53M 0.49%
386,923
+45,867
60
$3.43M 0.48%
40,220
+4,821
61
$3.42M 0.48%
30,552
-1,136
62
$3.39M 0.47%
354,500
+42,682
63
$3.34M 0.47%
23,301
+1,439
64
$3.31M 0.46%
94,723
+10,801
65
$3.3M 0.46%
7,152
-1,636
66
$3.17M 0.44%
537,674
+61,426
67
$3.17M 0.44%
70,437
-49,723
68
$3.17M 0.44%
10,573
69
$3.16M 0.44%
61,029
-2,220
70
$3.15M 0.44%
466,868
+302,927
71
$3.11M 0.43%
179,688
+21,398
72
$3.1M 0.43%
1,443,446
+426,120
73
$3.06M 0.43%
850,695
+101,155
74
$3M 0.42%
+284,492
75
$2.98M 0.42%
33,226
+3,958
1 2
3
4 5