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
$638M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.5M
3
+$3.07M
4
BABA icon
Alibaba
BABA
+$3.07M
5
BAC icon
Bank of America
BAC
+$2.96M

Top Sells

1
+$11.1M
2
+$5.41M
3
+$3.29M
4
DVN icon
Devon Energy
DVN
+$3.25M
5
NTNX icon
Nutanix
NTNX
+$3.02M

Sector Composition

1 Technology 25.25%
2 Healthcare 13.79%
3 Industrials 12.53%
4 Consumer Discretionary 10.67%
5 Financials 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.07M 0.17%
19,647
-4,374
177
$1.07M 0.17%
56,155
+15,485
178
$1.07M 0.17%
+25,200
179
$1.06M 0.17%
27,243
+5,355
180
$1.05M 0.17%
52,150
-1,605
181
$1.04M 0.16%
41,963
+10,342
182
$1.03M 0.16%
145,935
+90,462
183
$1.03M 0.16%
15,116
184
$1.03M 0.16%
147,151
+35,207
185
$1.01M 0.16%
+33,100
186
$1M 0.16%
7,564
+64
187
$1M 0.16%
26,967
188
$994K 0.16%
42,007
-1,106
189
$990K 0.16%
51,426
+6,939
190
$989K 0.16%
206,138
+44,501
191
$976K 0.15%
1,279
+210
192
$974K 0.15%
142,589
+21,469
193
$954K 0.15%
78,253
+15,908
194
$953K 0.15%
22,633
-424
195
$947K 0.15%
321,012
+78,708
196
$939K 0.15%
15,477
-7,099
197
$919K 0.14%
99,336
+22,012
198
$909K 0.14%
167,453
+40,139
199
$901K 0.14%
32,260
200
$890K 0.14%
229,374
+58,545
6 7
8
9 10