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
151
$909K 0.15%
216,021
+8,562
152
$906K 0.15%
79,444
+3,601
153
$895K 0.15%
48,385
+1,862
154
$890K 0.15%
17,253
+1,742
155
$888K 0.15%
52,965
+1,929
156
$880K 0.14%
+114,115
157
$872K 0.14%
30,140
+2,017
158
$865K 0.14%
1,858
+77
159
$862K 0.14%
10,471
-10,146
160
$852K 0.14%
14,878
161
$836K 0.14%
41,159
-237,503
162
$823K 0.14%
257,885
+10,359
163
$819K 0.13%
6,169
-426
164
$809K 0.13%
37,506
+1,835
165
$809K 0.13%
+88,533
166
$807K 0.13%
30,791
+2,016
167
$806K 0.13%
88,518
+4,356
168
$797K 0.13%
7,876
+1,810
169
$780K 0.13%
10,527
+2,418
170
$780K 0.13%
61,272
+3,009
171
$777K 0.13%
+43,820
172
$751K 0.12%
34,843
+1,199
173
$748K 0.12%
+198,010
174
$747K 0.12%
23,420
+1,561
175
$731K 0.12%
73,031
+2,376
5 6
7
8 9