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
126
$1.17M 0.19%
27,025
+1,827
127
$1.16M 0.19%
55,797
+5,683
128
$1.15M 0.19%
96,262
+9,206
129
$1.12M 0.18%
6,037
130
$1.11M 0.18%
+61,831
131
$1.1M 0.18%
23,724
+546
132
$1.1M 0.18%
17,080
-11,178
133
$1.08M 0.18%
82,737
+3,544
134
$1.07M 0.18%
79,942
+13,401
135
$1.06M 0.17%
16,390
-682
136
$1.05M 0.17%
+26,117
137
$1.02M 0.17%
11,616
+2,342
138
$1.02M 0.17%
130,870
+5,718
139
$1.01M 0.17%
3,469
+234
140
$1.01M 0.17%
+165,013
141
$1.01M 0.17%
83,732
+3,291
142
$976K 0.16%
115,585
+4,621
143
$974K 0.16%
22,800
144
$972K 0.16%
+57,608
145
$955K 0.16%
+74,129
146
$934K 0.15%
28,576
+1,255
147
$925K 0.15%
57,229
+12,081
148
$923K 0.15%
31,081
+2,743
149
$920K 0.15%
82,665
+3,995
150
$919K 0.15%
74,835
+2,775
4 5
6
7 8