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
$640M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.57M
3
+$7.77M
4
ANET icon
Arista Networks
ANET
+$4.19M
5
HDP
Hortonworks, Inc.
HDP
+$3.83M

Top Sells

1
+$8.5M
2
+$6.8M
3
+$5.91M
4
BA icon
Boeing
BA
+$4.66M
5
MLNX
Mellanox Technologies, Ltd.
MLNX
+$4.33M

Sector Composition

1 Technology 27.68%
2 Healthcare 20.53%
3 Communication Services 10.33%
4 Industrials 10.05%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$703K 0.11%
107,191
-6,924
202
$702K 0.11%
123,292
-7,578
203
$695K 0.11%
7,500
204
$693K 0.11%
33,610
+2,819
205
$689K 0.11%
17,054
-199
206
$682K 0.11%
7,244
-11,000
207
$674K 0.11%
8,734
-140
208
$674K 0.11%
36,072
-2,742
209
$665K 0.1%
14,659
-750
210
$644K 0.1%
185,608
-12,402
211
$640K 0.1%
16,149
-1,761
212
$636K 0.1%
7,146
-486
213
$630K 0.1%
+8,206
214
$616K 0.1%
9,125
215
$608K 0.1%
+17,767
216
$601K 0.09%
21,063
217
$597K 0.09%
11,151
-172
218
$596K 0.09%
7,755
-186
219
$594K 0.09%
50,815
-3,657
220
$593K 0.09%
16,647
221
$590K 0.09%
10,028
+1,870
222
$587K 0.09%
59,798
+12,440
223
$575K 0.09%
158,418
-9,257
224
$560K 0.09%
114,033
-6,872
225
$558K 0.09%
160,699
-4,314
7 8
9
10 11