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
$609M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$6.85M
3
+$6.8M
4
CYBR icon
CyberArk
CYBR
+$3.65M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.62M

Top Sells

1
+$6.84M
2
+$6.01M
3
+$5.12M
4
IDTI
Integrated Device Technology I
IDTI
+$4.82M
5
AAPL icon
Apple
AAPL
+$4.06M

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
101
$1.41M 0.23%
1,271
102
$1.41M 0.23%
204,217
+6,892
103
$1.4M 0.23%
77,388
+7,690
104
$1.35M 0.22%
96,031
+3,987
105
$1.34M 0.22%
204,247
+6,838
106
$1.34M 0.22%
19,643
+1,931
107
$1.32M 0.22%
27,659
+5,047
108
$1.3M 0.21%
+70,461
109
$1.29M 0.21%
+748,790
110
$1.29M 0.21%
40,090
+19,346
111
$1.28M 0.21%
97,656
-71,913
112
$1.28M 0.21%
24,198
+9,855
113
$1.27M 0.21%
38,773
+20,312
114
$1.26M 0.21%
79,108
+8,385
115
$1.25M 0.21%
7,340
+1,665
116
$1.25M 0.21%
24,892
+3,004
117
$1.24M 0.2%
100,818
+10,184
118
$1.24M 0.2%
149,220
119
$1.24M 0.2%
+22,488
120
$1.23M 0.2%
+41,085
121
$1.23M 0.2%
71,984
+26,911
122
$1.22M 0.2%
71,708
+2,564
123
$1.21M 0.2%
38,676
+1,877
124
$1.19M 0.2%
59,540
+6,137
125
$1.19M 0.2%
+93,758
3 4
5
6 7