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
176
$1.56M 0.19%
203,181
-1,303
177
$1.52M 0.19%
67,065
+12,254
178
$1.51M 0.19%
+175,624
179
$1.5M 0.18%
14,800
+1,300
180
$1.49M 0.18%
+218,420
181
$1.49M 0.18%
208,134
-1,317
182
$1.48M 0.18%
119,392
-757
183
$1.48M 0.18%
+49,581
184
$1.46M 0.18%
32,372
-206
185
$1.45M 0.18%
705,219
+275,892
186
$1.44M 0.18%
13,866
187
$1.43M 0.18%
+78,431
188
$1.39M 0.17%
+26,720
189
$1.36M 0.17%
38,173
-243
190
$1.32M 0.16%
53,698
+1,070
191
$1.32M 0.16%
17,447
-9
192
$1.31M 0.16%
244,486
-1,550
193
$1.31M 0.16%
+48,925
194
$1.3M 0.16%
92,135
-583
195
$1.29M 0.16%
252,406
-1,633
196
$1.29M 0.16%
7,316
-2,738
197
$1.28M 0.16%
+19,501
198
$1.28M 0.16%
5,820
-646
199
$1.25M 0.15%
3,467
-217
200
$1.24M 0.15%
9,647
6 7
8
9 10