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
76
$3.29M 0.4%
+12,406
77
$3.26M 0.4%
71,137
-1,004
78
$3.24M 0.4%
37,915
-214
79
$3.19M 0.39%
80,217
+21,300
80
$3.18M 0.39%
13,904
-332
81
$3.14M 0.39%
9,186
-35
82
$3.11M 0.38%
41,133
+194
83
$3.02M 0.37%
16,630
-6,933
84
$2.99M 0.37%
17,658
-61
85
$2.97M 0.36%
182,645
-2,429
86
$2.9M 0.36%
35,228
-75
87
$2.89M 0.35%
25,922
-3,429
88
$2.82M 0.35%
60,684
89
$2.8M 0.34%
28,763
-13,760
90
$2.78M 0.34%
52,800
+2,800
91
$2.75M 0.34%
12,500
92
$2.71M 0.33%
47,463
-306
93
$2.7M 0.33%
70,930
-25,209
94
$2.69M 0.33%
52,117
95
$2.66M 0.33%
380,736
-2,447
96
$2.65M 0.33%
45,292
97
$2.65M 0.32%
62,307
-2,321
98
$2.64M 0.32%
30,219
-671
99
$2.61M 0.32%
124,225
-724
100
$2.55M 0.31%
264,342
-1,675
2 3
4
5 6