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
176
$728K 0.12%
17,910
+595
177
$714K 0.12%
+67,335
178
$713K 0.12%
19,486
+1,303
179
$713K 0.12%
37,344
+1,569
180
$709K 0.12%
6,807
+560
181
$696K 0.11%
60,432
+14,668
182
$695K 0.11%
15,409
+485
183
$687K 0.11%
+22,503
184
$684K 0.11%
+301,477
185
$677K 0.11%
41,245
186
$675K 0.11%
39,806
+8,540
187
$675K 0.11%
21,063
188
$674K 0.11%
15,023
+2,452
189
$673K 0.11%
48,100
190
$672K 0.11%
1,445
191
$670K 0.11%
4,284
192
$669K 0.11%
7,941
+2,003
193
$667K 0.11%
54,472
+2,853
194
$666K 0.11%
5,477
-808
195
$661K 0.11%
42,399
+2,886
196
$651K 0.11%
219,060
+6,612
197
$644K 0.11%
50,000
198
$635K 0.1%
+7,209
199
$634K 0.1%
118,436
+28,965
200
$630K 0.1%
167,675
+6,346
6 7
8
9 10