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
$815M
AUM Growth
-$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$3.29M
3
+$3.19M
4
ENPH icon
Enphase Energy
ENPH
+$2.67M
5
CCRD
CoreCard
CCRD
+$2.26M

Top Sells

1
+$6M
2
+$5.8M
3
+$4.46M
4
LDL
Lydall, Inc.
LDL
+$4.31M
5
ASPN icon
Aspen Aerogels
ASPN
+$3.94M

Sector Composition

1 Technology 23.83%
2 Industrials 17.78%
3 Healthcare 15.62%
4 Consumer Discretionary 10.77%
5 Financials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.08M 0.26%
102,022
127
$2.08M 0.26%
5,763
-37
128
$2.07M 0.25%
151,000
+1,175
129
$2.04M 0.25%
77,466
130
$2.03M 0.25%
26,551
-15,394
131
$2.03M 0.25%
20,033
+116
132
$2.01M 0.25%
28,908
-166
133
$2M 0.25%
+311,697
134
$1.98M 0.24%
310,107
-2,016
135
$1.98M 0.24%
5,895
136
$1.98M 0.24%
7,591
+2,971
137
$1.97M 0.24%
40,406
-257
138
$1.97M 0.24%
83,753
-530
139
$1.97M 0.24%
17,837
+171
140
$1.96M 0.24%
8,500
141
$1.96M 0.24%
20,106
+122
142
$1.95M 0.24%
67,165
143
$1.95M 0.24%
+170,474
144
$1.94M 0.24%
27,822
+85
145
$1.94M 0.24%
17,032
146
$1.92M 0.24%
13,711
147
$1.92M 0.24%
43,858
-282
148
$1.91M 0.23%
92,000
-89,160
149
$1.91M 0.23%
41,110
-708
150
$1.88M 0.23%
+190,000
4 5
6
7 8