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
151
$998K 0.16%
78,011
-4,726
152
$986K 0.15%
15,000
+5,000
153
$953K 0.15%
82,439
+72,439
154
$941K 0.15%
24,734
+5,248
155
$941K 0.15%
29,952
-1,129
156
$929K 0.15%
14,878
157
$929K 0.15%
41,188
-11,777
158
$920K 0.14%
75,393
-4,051
159
$919K 0.14%
46,190
-2,195
160
$908K 0.14%
1,754
-104
161
$905K 0.14%
26,896
-1,680
162
$888K 0.14%
7,756
-120
163
$884K 0.14%
16,781
-14,433
164
$881K 0.14%
76,649
-3,293
165
$872K 0.14%
+64,126
166
$870K 0.14%
6,192
+23
167
$858K 0.13%
+50,000
168
$858K 0.13%
56,999
-3,433
169
$839K 0.13%
+9,963
170
$824K 0.13%
+236,749
171
$818K 0.13%
11,507
-109
172
$817K 0.13%
4,284
173
$811K 0.13%
+55,585
174
$811K 0.13%
+58,557
175
$807K 0.13%
10,471
5 6
7
8 9