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
$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
126
$1.22M 0.19%
90,628
-5,403
127
$1.21M 0.19%
64,581
-1,282
128
$1.21M 0.19%
23,955
-38,005
129
$1.19M 0.19%
28,799
+1,774
130
$1.19M 0.19%
56,208
-1,400
131
$1.19M 0.19%
6,024
-13
132
$1.18M 0.18%
15,000
+5,000
133
$1.16M 0.18%
+53,137
134
$1.14M 0.18%
17,080
135
$1.13M 0.18%
124,220
-25,000
136
$1.12M 0.18%
+119,215
137
$1.12M 0.18%
75,661
-1,727
138
$1.11M 0.17%
+11,200
139
$1.1M 0.17%
16,991
-9,238
140
$1.1M 0.17%
30,386
+6,966
141
$1.07M 0.17%
92,632
-3,630
142
$1.07M 0.17%
169,672
-34,545
143
$1.05M 0.16%
53,165
-2,632
144
$1.05M 0.16%
1,258
-13
145
$1.04M 0.16%
79,536
-73,939
146
$1.04M 0.16%
205,351
-10,670
147
$1.04M 0.16%
26,915
-744
148
$1.02M 0.16%
92,144
-1,614
149
$1.01M 0.16%
+158,512
150
$1.01M 0.16%
26,744
-10,600
4 5
6
7 8