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
151
$1.32M 0.21%
114,849
-1,844
152
$1.32M 0.21%
355,779
-21,659
153
$1.29M 0.2%
442,730
-7,270
154
$1.29M 0.2%
296,907
-19,765
155
$1.27M 0.2%
50,911
-3,120
156
$1.26M 0.2%
15,430
-229
157
$1.25M 0.2%
+80,654
158
$1.24M 0.19%
481,469
+147,793
159
$1.23M 0.19%
69,771
-4,648
160
$1.22M 0.19%
+36,120
161
$1.21M 0.19%
28,722
-460
162
$1.2M 0.19%
6,318
-9,158
163
$1.2M 0.19%
16,731
-1,024
164
$1.2M 0.19%
210,775
-14,046
165
$1.2M 0.19%
+422,578
166
$1.19M 0.19%
13,976
-6,863
167
$1.18M 0.19%
19,775
+3,448
168
$1.17M 0.18%
72,813
+11,063
169
$1.17M 0.18%
286,518
-237,682
170
$1.15M 0.18%
170,586
-11,431
171
$1.14M 0.18%
85,933
-2,075
172
$1.14M 0.18%
+30,526
173
$1.13M 0.18%
+18,393
174
$1.13M 0.18%
384,632
+74,738
175
$1.13M 0.18%
7,763
-72
5 6
7
8 9