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
176
$804K 0.13%
33,476
+3,336
177
$803K 0.13%
6,802
-407
178
$797K 0.12%
34,702
-14,500
179
$792K 0.12%
18,822
+10,501
180
$789K 0.12%
72,511
-1,618
181
$788K 0.12%
57,822
-3,450
182
$786K 0.12%
6,247
-560
183
$782K 0.12%
82,861
-5,657
184
$777K 0.12%
69,625
-3,406
185
$761K 0.12%
+152,201
186
$761K 0.12%
41,245
187
$761K 0.12%
77,667
-4,998
188
$760K 0.12%
123,056
+4,620
189
$757K 0.12%
43,901
+1,502
190
$751K 0.12%
10,366
-161
191
$746K 0.12%
+104,416
192
$742K 0.12%
+119,692
193
$741K 0.12%
+57,814
194
$738K 0.12%
179,553
-78,332
195
$733K 0.11%
+132,717
196
$725K 0.11%
12,811
-2,437
197
$720K 0.11%
170,272
-11,441
198
$713K 0.11%
3,477
+611
199
$704K 0.11%
5,612
+135
200
$703K 0.11%
50,000
6 7
8
9 10