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
$637M
AUM Growth
-$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.87M
3
+$8.59M
4
CIEN icon
Ciena
CIEN
+$6.6M
5
TDOC icon
Teladoc Health
TDOC
+$5.8M

Top Sells

1
+$9.68M
2
+$8.32M
3
+$8.23M
4
BABA icon
Alibaba
BABA
+$7.81M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.14M

Sector Composition

1 Technology 22.83%
2 Healthcare 20.95%
3 Industrials 11.98%
4 Financials 8.28%
5 Consumer Discretionary 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$945K 0.15%
99,126
-6,603
202
$933K 0.15%
85,683
-6,307
203
$932K 0.15%
22,197
-1,326
204
$920K 0.14%
+55,713
205
$919K 0.14%
+62,581
206
$901K 0.14%
1,068
-17
207
$897K 0.14%
221,009
-14,666
208
$880K 0.14%
46,256
-3,083
209
$880K 0.14%
13,642
+3,774
210
$877K 0.14%
226,624
-14,492
211
$850K 0.13%
3,413
212
$846K 0.13%
+240,346
213
$833K 0.13%
11,851
-389
214
$826K 0.13%
16,785
-621
215
$807K 0.13%
17,602
-73
216
$798K 0.13%
+21,937
217
$789K 0.12%
17,606
+2,962
218
$786K 0.12%
192,754
-14,572
219
$776K 0.12%
9,877
-182
220
$774K 0.12%
+20,586
221
$773K 0.12%
8,460
-2,820
222
$772K 0.12%
52,074
+24,050
223
$753K 0.12%
22,889
-24,487
224
$752K 0.12%
111,786
-206,598
225
$752K 0.12%
92,215
-6,141
7 8
9
10 11