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
101
$1.52M 0.24%
22,740
+6,350
102
$1.49M 0.23%
39,302
+30,489
103
$1.48M 0.23%
31,249
-714
104
$1.48M 0.23%
35,000
-102,707
105
$1.47M 0.23%
40,257
+1,484
106
$1.43M 0.22%
21,787
-35,821
107
$1.42M 0.22%
77,043
-2,065
108
$1.41M 0.22%
26,449
-6,700
109
$1.41M 0.22%
96,437
-4,381
110
$1.4M 0.22%
86,849
-16,087
111
$1.39M 0.22%
+58,750
112
$1.33M 0.21%
7,139
-201
113
$1.33M 0.21%
109,306
-6,279
114
$1.32M 0.21%
60,029
-1,802
115
$1.32M 0.21%
21,942
-546
116
$1.31M 0.21%
24,312
-580
117
$1.31M 0.21%
81,277
+13,942
118
$1.3M 0.2%
23,151
-573
119
$1.3M 0.2%
560,213
+258,736
120
$1.3M 0.2%
+189,444
121
$1.29M 0.2%
+6,651
122
$1.28M 0.2%
69,151
-2,557
123
$1.25M 0.2%
25,124
+926
124
$1.24M 0.19%
33,148
-1,321
125
$1.23M 0.19%
95,611
-9,133
3 4
5
6 7