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
151
$1.86M 0.23%
5,475
+4,000
152
$1.85M 0.23%
20,603
-131
153
$1.84M 0.23%
5,562
-39
154
$1.84M 0.23%
237,690
-1,471
155
$1.83M 0.23%
+110,995
156
$1.83M 0.22%
4,417
-28
157
$1.82M 0.22%
25,208
158
$1.8M 0.22%
21,340
159
$1.8M 0.22%
91,776
-585
160
$1.8M 0.22%
+172,527
161
$1.8M 0.22%
29,811
162
$1.79M 0.22%
29,081
163
$1.77M 0.22%
60,113
+3,800
164
$1.71M 0.21%
58,836
-375
165
$1.67M 0.21%
36,234
166
$1.66M 0.2%
77,905
+14,398
167
$1.64M 0.2%
8,106
-293
168
$1.63M 0.2%
30,235
+1,111
169
$1.61M 0.2%
+186,724
170
$1.58M 0.19%
98,605
-633
171
$1.58M 0.19%
11,793
172
$1.57M 0.19%
9,727
+92
173
$1.57M 0.19%
26,016
174
$1.56M 0.19%
+31,192
175
$1.56M 0.19%
148,921
-937
5 6
7
8 9