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
76
$2.96M 0.41%
221,562
+26,139
77
$2.95M 0.41%
187,468
-10,659
78
$2.91M 0.41%
160,922
+47,501
79
$2.9M 0.41%
126,798
-845
80
$2.89M 0.4%
93,231
+8,801
81
$2.88M 0.4%
175,629
-6,925
82
$2.85M 0.4%
283,393
+33,419
83
$2.85M 0.4%
27,929
-170
84
$2.84M 0.4%
197,945
+29,027
85
$2.8M 0.39%
106,549
+3,631
86
$2.8M 0.39%
24,469
-10,762
87
$2.79M 0.39%
145,459
+64,190
88
$2.77M 0.39%
+716,272
89
$2.76M 0.39%
542,029
+121,787
90
$2.76M 0.38%
108,860
+247
91
$2.75M 0.38%
41,945
-9,910
92
$2.72M 0.38%
803,741
+233,399
93
$2.69M 0.38%
21,739
+3,066
94
$2.67M 0.37%
17,501
-992
95
$2.66M 0.37%
200,435
+126,299
96
$2.65M 0.37%
188,298
+69,128
97
$2.63M 0.37%
269,070
+31,982
98
$2.63M 0.37%
53,279
+7,843
99
$2.51M 0.35%
+225,919
100
$2.51M 0.35%
266,074
+77,744
2 3
4
5 6