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
126
$1.6M 0.25%
146,472
-7,644
127
$1.59M 0.25%
38,223
-90
128
$1.56M 0.25%
+82,795
129
$1.56M 0.24%
489,439
-32,435
130
$1.53M 0.24%
10,896
+7,443
131
$1.52M 0.24%
50,349
-3,345
132
$1.51M 0.24%
256,818
+217,718
133
$1.51M 0.24%
101,045
-6,749
134
$1.5M 0.23%
34,558
+4,270
135
$1.49M 0.23%
245,232
+6,897
136
$1.47M 0.23%
22,886
-1,333
137
$1.47M 0.23%
121,010
-8,068
138
$1.45M 0.23%
67,394
-4,593
139
$1.43M 0.22%
36,124
-208,560
140
$1.42M 0.22%
175,634
-11,738
141
$1.4M 0.22%
89,383
-5,459
142
$1.4M 0.22%
+207,014
143
$1.39M 0.22%
87,132
-5,837
144
$1.38M 0.22%
+506,300
145
$1.35M 0.21%
+62,658
146
$1.35M 0.21%
70,211
-4,304
147
$1.35M 0.21%
46,633
-2,872
148
$1.34M 0.21%
17,372
+7,395
149
$1.32M 0.21%
+95,631
150
$1.32M 0.21%
71,587
-4,766
4 5
6
7 8