EIM

Essex Investment Management Portfolio holdings

AUM $656M
1-Year Est. Return 72.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+72.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$609M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$6.88M
2
+$6.76M
3
+$6.66M
4
CYBR
CyberArk
CYBR
+$3.97M
5
FSLR icon
First Solar
FSLR
+$3.86M

Top Sells

1
+$8.43M
2
+$6.01M
3
+$5.76M
4
IDTI
Integrated Device Technology I
IDTI
+$4.65M
5
AAPL icon
Apple
AAPL
+$4.32M

Sector Composition

1 Technology 25.2%
2 Healthcare 20.85%
3 Industrials 11.07%
4 Communication Services 9.93%
5 Financials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.76M 0.29%
+79,813
77
$1.76M 0.29%
33,149
+9,654
78
$1.75M 0.29%
18,722
79
$1.73M 0.28%
60,473
-179,404
80
$1.71M 0.28%
17,421
+3,852
81
$1.68M 0.28%
97,342
+1,689
82
$1.67M 0.27%
50,461
+4,487
83
$1.64M 0.27%
39,734
84
$1.64M 0.27%
31,324
85
$1.61M 0.26%
92,465
+23,485
86
$1.58M 0.26%
26,229
+2,695
87
$1.55M 0.25%
53,300
+10,518
88
$1.53M 0.25%
31,448
-35,933
89
$1.52M 0.25%
101,189
+43,960
90
$1.51M 0.25%
39,168
+3,434
91
$1.49M 0.25%
31,214
-215
92
$1.49M 0.24%
104,744
+3,848
93
$1.48M 0.24%
69,084
-5,636
94
$1.47M 0.24%
18,244
+11,000
95
$1.46M 0.24%
19,146
+1,145
96
$1.45M 0.24%
65,863
+6,175
97
$1.43M 0.23%
31,963
+5,350
98
$1.43M 0.23%
49,202
+3,760
99
$1.42M 0.23%
102,936
+4,692
100
$1.41M 0.23%
34,469
+3,186
2 3
4
5 6