EIM
Essex Investment Management Portfolio holdings
AUM
$550M
1-Year Return
61.92%
This Quarter Return
+9.07%
1 Year Return
+61.92%
3 Year Return
+215.25%
5 Year Return
+515.98%
10 Year Return
+2,449.6%
AUM
$567M
AUM Growth
–
Cap. Flow
+$566M
Cap. Flow
% of AUM
99.83%
Top 10 Holdings %
Top 10 Hldgs %
18.54%
Holding
333
New
332
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
+$15.2M |
| 2 |
LCC
US AIRWAYS GROUP INC.
LCC
|
+$13.1M |
| 3 |
Gilead Sciences
GILD
|
+$12.8M |
| 4 |
CELG
Celgene Corp
CELG
|
+$10.6M |
| 5 |
Starbucks
SBUX
|
+$9.97M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 19.49% |
| 2 | Industrials | 15.34% |
| 3 | Healthcare | 14.86% |
| 4 | Financials | 11.65% |
| 5 | Communication Services | 8.49% |
