EIM

Essex Investment Management Portfolio holdings

AUM $550M
1-Year Est. Return 61.92%
This Quarter Est. Return
1 Year Est. Return
+61.92%
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
1
$16.9M 2.66%
225,340
-6,440
2
$14.1M 2.22%
449,736
-47,394
3
$11.7M 1.84%
115,111
+12,198
4
$11.7M 1.83%
67,838
+717
5
$10.8M 1.7%
268,137
+78,288
6
$10.7M 1.69%
97,929
+41,530
7
$10.5M 1.65%
36,110
+1,789
8
$10.1M 1.59%
51,395
-711
9
$10.1M 1.58%
+3,018,520
10
$9.36M 1.47%
309,656
+284,323
11
$8.87M 1.39%
+33,125
12
$8.51M 1.34%
187,567
+47,370
13
$8.11M 1.27%
48,950
-12,607
14
$7.65M 1.2%
225,568
+194,504
15
$7.48M 1.17%
89,332
-8,130
16
$6.94M 1.09%
23,068
-27,632
17
$6.3M 0.99%
64,573
-704
18
$6.07M 0.95%
39,564
-28,199
19
$5.8M 0.91%
+117,038
20
$5.63M 0.88%
70,957
+3,471
21
$5.6M 0.88%
222,574
-3,009
22
$5.39M 0.85%
403,712
-29,419
23
$5.06M 0.79%
101,341
+46,154
24
$4.88M 0.77%
44,876
+17,549
25
$4.84M 0.76%
144,668
-24,459
1
2 3 4 5