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
101
$2.46M 0.34%
44,315
-15,316
102
$2.46M 0.34%
247,368
-57,102
103
$2.44M 0.34%
74,814
+8,814
104
$2.41M 0.34%
135,968
+19,986
105
$2.4M 0.34%
+243,358
106
$2.3M 0.32%
109,182
+16,022
107
$2.3M 0.32%
+61,545
108
$2.28M 0.32%
128,449
+40,865
109
$2.28M 0.32%
134,634
-2,178
110
$2.27M 0.32%
11,555
+1,666
111
$2.23M 0.31%
42,630
+2,288
112
$2.22M 0.31%
+275,085
113
$2.21M 0.31%
186,351
+27,130
114
$2.19M 0.31%
12,597
-1,726
115
$2.19M 0.31%
+207,682
116
$2.19M 0.31%
144,611
+54,715
117
$2.19M 0.31%
144,538
+122
118
$2.13M 0.3%
52,838
+22,840
119
$2.11M 0.29%
+438,849
120
$2.11M 0.29%
+36,265
121
$2.1M 0.29%
1,072,470
+126,514
122
$2.09M 0.29%
56,844
-40,254
123
$2.08M 0.29%
145,903
+17,344
124
$2.06M 0.29%
13,563
125
$2.04M 0.29%
1,334,934
+471,010
3 4
5
6 7