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
$609M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$6.85M
3
+$6.8M
4
CYBR icon
CyberArk
CYBR
+$3.65M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.62M

Top Sells

1
+$6.84M
2
+$6.01M
3
+$5.12M
4
IDTI
Integrated Device Technology I
IDTI
+$4.82M
5
AAPL icon
Apple
AAPL
+$4.06M

Sector Composition

1 Technology 25.2%
2 Healthcare 20.85%
3 Industrials 11.07%
4 Communication Services 9.93%
5 Financials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$622K 0.1%
61,359
+23,923
202
$617K 0.1%
7,500
203
$616K 0.1%
181,713
+8,737
204
$614K 0.1%
10,000
-15,000
205
$607K 0.1%
+24,724
206
$607K 0.1%
+15,248
207
$605K 0.1%
38,814
+4,208
208
$599K 0.1%
11,082
209
$597K 0.1%
120,905
+47,641
210
$592K 0.1%
8,874
+2,038
211
$590K 0.1%
132,302
-19,363
212
$588K 0.1%
2,866
213
$582K 0.1%
+51,270
214
$574K 0.09%
4,746
215
$571K 0.09%
+128,036
216
$565K 0.09%
46,617
+5,004
217
$562K 0.09%
153,475
+6,423
218
$551K 0.09%
16,647
219
$530K 0.09%
10,456
220
$529K 0.09%
33,637
+7,730
221
$528K 0.09%
6,882
+1,572
222
$524K 0.09%
2,534
+561
223
$520K 0.09%
11,323
+2,602
224
$518K 0.09%
12,911
+2,966
225
$513K 0.08%
32,358
-131,121
7 8
9
10 11