EIM

Essex Investment Management Portfolio holdings

AUM $550M
1-Year Est. Return 61.92%
This Quarter Est. Return
1 Year Est. Return
+61.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$640M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.57M
3
+$7.77M
4
ANET icon
Arista Networks
ANET
+$4.19M
5
HDP
Hortonworks, Inc.
HDP
+$3.83M

Top Sells

1
+$8.5M
2
+$6.8M
3
+$5.91M
4
BA icon
Boeing
BA
+$4.66M
5
MLNX
Mellanox Technologies, Ltd.
MLNX
+$4.33M

Sector Composition

1 Technology 27.68%
2 Healthcare 20.53%
3 Communication Services 10.33%
4 Industrials 10.05%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.92M 0.3%
18,692
-30
77
$1.9M 0.3%
100,495
+3,153
78
$1.88M 0.29%
27,972
-510
79
$1.82M 0.28%
+107,688
80
$1.8M 0.28%
37,021
+396
81
$1.78M 0.28%
87,152
+18,068
82
$1.78M 0.28%
28,991
+25,266
83
$1.78M 0.28%
79,438
-3,914
84
$1.75M 0.27%
88,409
-4,056
85
$1.75M 0.27%
42,626
86
$1.74M 0.27%
31,324
87
$1.72M 0.27%
57,755
+16,670
88
$1.7M 0.27%
18,331
+910
89
$1.7M 0.27%
19,039
-107
90
$1.65M 0.26%
49,807
-654
91
$1.65M 0.26%
129,289
+45,557
92
$1.64M 0.26%
38,428
-740
93
$1.63M 0.25%
39,734
94
$1.63M 0.25%
15,524
-33,126
95
$1.63M 0.25%
+75,000
96
$1.61M 0.25%
55,074
+1,774
97
$1.61M 0.25%
96,332
-4,857
98
$1.56M 0.24%
18,758
-885
99
$1.55M 0.24%
76,472
-44,431
100
$1.54M 0.24%
58,115
-1,425
2 3
4
5 6