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
176
$1.12M 0.18%
+11,258
177
$1.11M 0.17%
240,311
-3,770
178
$1.1M 0.17%
62,155
+25,347
179
$1.09M 0.17%
16,331
-750
180
$1.09M 0.17%
66,693
-4,096
181
$1.08M 0.17%
29,947
-6,826
182
$1.07M 0.17%
56,814
+43,363
183
$1.07M 0.17%
18,177
-1,212
184
$1.06M 0.17%
55,657
-2,037
185
$1.05M 0.17%
29,563
-1,811
186
$1.04M 0.16%
69
-66
187
$1.04M 0.16%
63,970
-1,055
188
$1.03M 0.16%
66,349
-4,214
189
$1.03M 0.16%
306,736
-20,402
190
$1.01M 0.16%
386,561
-25,721
191
$1.01M 0.16%
3,863
-60
192
$1M 0.16%
40,764
-56,787
193
$1M 0.16%
21,288
-1,156
194
$992K 0.16%
349,216
-23,282
195
$991K 0.16%
483,575
-32,390
196
$980K 0.15%
+6,137
197
$977K 0.15%
7,994
+1,407
198
$975K 0.15%
+37,660
199
$958K 0.15%
7,564
200
$954K 0.15%
9,961
+6,319
6 7
8
9 10