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
$638M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.5M
3
+$3.07M
4
BABA icon
Alibaba
BABA
+$3.07M
5
BAC icon
Bank of America
BAC
+$2.96M

Top Sells

1
+$11.1M
2
+$5.41M
3
+$3.29M
4
DVN icon
Devon Energy
DVN
+$3.25M
5
NTNX icon
Nutanix
NTNX
+$3.02M

Sector Composition

1 Technology 25.25%
2 Healthcare 13.79%
3 Industrials 12.53%
4 Consumer Discretionary 10.67%
5 Financials 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.84M 0.29%
+123,047
102
$1.82M 0.29%
21,994
+2,391
103
$1.81M 0.28%
15,573
+2,854
104
$1.81M 0.28%
172,927
+31,018
105
$1.72M 0.27%
141,655
+25,644
106
$1.71M 0.27%
110,560
+20,088
107
$1.69M 0.26%
53,543
+875
108
$1.67M 0.26%
60,016
+11,078
109
$1.62M 0.25%
9,627
-37
110
$1.62M 0.25%
36,627
+6,438
111
$1.61M 0.25%
278,509
+67,335
112
$1.61M 0.25%
96,643
+10,904
113
$1.53M 0.24%
106,610
+10,809
114
$1.53M 0.24%
43,067
-31,914
115
$1.53M 0.24%
+74,558
116
$1.5M 0.24%
11,709
-11,941
117
$1.5M 0.24%
126,235
+31,218
118
$1.5M 0.24%
10,505
+361
119
$1.49M 0.23%
425,348
+308,425
120
$1.49M 0.23%
17,730
-3,646
121
$1.48M 0.23%
64,895
+11,881
122
$1.48M 0.23%
62,314
+10,345
123
$1.48M 0.23%
40,154
-19,967
124
$1.45M 0.23%
208,881
+36,713
125
$1.43M 0.22%
19,287
-36,242
3 4
5
6 7