EIM
Essex Investment Management Portfolio holdings
AUM
$550M
1-Year Return
61.92%
This Quarter Return
+11.2%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$687M
AUM Growth
+$33.2M
(+5.1%)
Cap. Flow
-$7.08M
Cap. Flow
% of AUM
-1.03%
Top 10 Holdings %
Top 10 Hldgs %
21.92%
Holding
393
New
39
Increased
67
Reduced
165
Closed
62
Top Buys
| 1 |
Alibaba
BABA
|
+$9.75M |
| 2 |
Apple
AAPL
|
+$8.45M |
| 3 |
CyberArk
CYBR
|
+$5.83M |
| 4 |
MBLY
Mobileye N.V.
MBLY
|
+$3.3M |
| 5 |
JetBlue
JBLU
|
+$3.24M |
Top Sells
| 1 |
Amazon
AMZN
|
+$7.68M |
| 2 |
MNDT
Mandiant, Inc. Common Stock
MNDT
|
+$4.57M |
| 3 |
Halliburton
HAL
|
+$3.56M |
| 4 |
Moelis & Co
MC
|
+$3.55M |
| 5 |
Schlumberger
SLB
|
+$3.14M |
Sector Composition
| 1 | Technology | 23.42% |
| 2 | Healthcare | 21.79% |
| 3 | Industrials | 13.38% |
| 4 | Financials | 9.6% |
| 5 | Communication Services | 8.12% |
