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
126
$1.43M 0.22%
78,096
+14,264
127
$1.42M 0.22%
7,608
-270
128
$1.42M 0.22%
+159,278
129
$1.41M 0.22%
66,772
+7,412
130
$1.41M 0.22%
43,701
+10,618
131
$1.41M 0.22%
14,442
+2,571
132
$1.41M 0.22%
92,527
+18,525
133
$1.39M 0.22%
32,310
+6,468
134
$1.38M 0.22%
22,172
+4,496
135
$1.38M 0.22%
70,882
+7,391
136
$1.38M 0.22%
19,091
+5,357
137
$1.36M 0.21%
135,151
+31,998
138
$1.36M 0.21%
17,496
-176
139
$1.36M 0.21%
122,861
+24,524
140
$1.34M 0.21%
31,008
-16,492
141
$1.34M 0.21%
27,740
+218
142
$1.34M 0.21%
+7,569
143
$1.33M 0.21%
27,387
+5,218
144
$1.33M 0.21%
32,113
-8,138
145
$1.31M 0.21%
+46,683
146
$1.31M 0.2%
21,273
-180,808
147
$1.3M 0.2%
+14,899
148
$1.29M 0.2%
44,256
-27,736
149
$1.28M 0.2%
+140,161
150
$1.26M 0.2%
386,599
+95,473
4 5
6
7 8