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
76
$2.33M 0.37%
31,429
+5,966
77
$2.3M 0.36%
45,197
-2,893
78
$2.29M 0.36%
36,372
+31,898
79
$2.28M 0.36%
170,649
-9,522
80
$2.26M 0.35%
28,345
-277
81
$2.25M 0.35%
109,924
-3,676
82
$2.23M 0.35%
174,499
+3,482
83
$2.21M 0.35%
494,375
+60,214
84
$2.17M 0.34%
41,840
-187,080
85
$2.16M 0.34%
38,352
-974
86
$2.14M 0.34%
23,284
-264
87
$2.1M 0.33%
649,308
+331,542
88
$2.1M 0.33%
55,361
-393
89
$2.1M 0.33%
123,071
+3,858
90
$2.06M 0.32%
311,264
-14,329
91
$2.05M 0.32%
59,190
+14,293
92
$2.05M 0.32%
52,938
+33,001
93
$2.02M 0.32%
560,315
-32,345
94
$2.01M 0.32%
+263,105
95
$2M 0.31%
183,890
-12,249
96
$1.98M 0.31%
20,042
+11,768
97
$1.97M 0.31%
44,998
-51,959
98
$1.95M 0.31%
11,333
+6,669
99
$1.91M 0.3%
41,798
-2,562
100
$1.91M 0.3%
97,633
+61,843
2 3
4
5 6