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
$716M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$5.87M
3
+$5.66M
4
SEM icon
Select Medical
SEM
+$5.25M
5
BOX icon
Box
BOX
+$5.05M

Top Sells

1
+$10.9M
2
+$8.43M
3
+$4.61M
4
ERII icon
Energy Recovery
ERII
+$4.57M
5
MSFT icon
Microsoft
MSFT
+$3.82M

Sector Composition

1 Technology 28.32%
2 Industrials 24.19%
3 Healthcare 15.92%
4 Consumer Discretionary 7.08%
5 Materials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.23M 0.17%
127,637
+2,925
177
$1.22M 0.17%
+8,409
178
$1.21M 0.17%
+15,877
179
$1.2M 0.17%
+41,987
180
$1.2M 0.17%
16,781
-4,946
181
$1.2M 0.17%
+52,921
182
$1.19M 0.17%
25,000
183
$1.19M 0.17%
13,886
-324
184
$1.18M 0.16%
3,386
+1,282
185
$1.18M 0.16%
6,298
+6,215
186
$1.17M 0.16%
46,651
187
$1.16M 0.16%
+17,737
188
$1.16M 0.16%
43,618
-17,025
189
$1.16M 0.16%
+31,150
190
$1.15M 0.16%
23,602
191
$1.14M 0.16%
9,685
192
$1.14M 0.16%
24,672
193
$1.13M 0.16%
17,959
+53
194
$1.12M 0.16%
14,583
-610
195
$1.12M 0.16%
5,080
-792
196
$1.12M 0.16%
+7,626
197
$1.1M 0.15%
+35,215
198
$1.08M 0.15%
+8,996
199
$1.07M 0.15%
6,396
-56
200
$1.06M 0.15%
59,300
6 7
8
9 10