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
$637M
AUM Growth
-$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.87M
3
+$8.59M
4
CIEN icon
Ciena
CIEN
+$6.6M
5
TDOC icon
Teladoc Health
TDOC
+$5.8M

Top Sells

1
+$9.68M
2
+$8.32M
3
+$8.23M
4
BABA icon
Alibaba
BABA
+$7.81M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.14M

Sector Composition

1 Technology 22.83%
2 Healthcare 20.95%
3 Industrials 11.98%
4 Financials 8.28%
5 Consumer Discretionary 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.89M 0.3%
51,980
-3,461
102
$1.89M 0.3%
443,579
-29,716
103
$1.85M 0.29%
52,808
-3,516
104
$1.84M 0.29%
104,451
-6,962
105
$1.84M 0.29%
104,278
-6,946
106
$1.84M 0.29%
+100,724
107
$1.83M 0.29%
505,321
-22,165
108
$1.83M 0.29%
138,490
-7,857
109
$1.83M 0.29%
287,343
+5,388
110
$1.83M 0.29%
97,671
-8,831
111
$1.82M 0.29%
71,118
+51,941
112
$1.81M 0.28%
37,122
+1,337
113
$1.81M 0.28%
118,086
-7,185
114
$1.78M 0.28%
89,946
+18,543
115
$1.77M 0.28%
126,506
+3,912
116
$1.76M 0.28%
+56,218
117
$1.75M 0.27%
133,174
-8,551
118
$1.73M 0.27%
158,824
+32,325
119
$1.73M 0.27%
+117,266
120
$1.72M 0.27%
265,350
-17,647
121
$1.7M 0.27%
50,618
-28,252
122
$1.67M 0.26%
131,529
-169,640
123
$1.66M 0.26%
27,867
-238
124
$1.66M 0.26%
72,478
-4,829
125
$1.63M 0.26%
162,260
-9,937
3 4
5
6 7