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
$679M
AUM Growth
-$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$8.72M
3
+$6.52M
4
CSIQ icon
Canadian Solar
CSIQ
+$5.9M
5
ULTI
Ultimate Software Group Inc
ULTI
+$5.24M

Top Sells

1
+$9.82M
2
+$8.13M
3
+$6.86M
4
AAL icon
American Airlines Group
AAL
+$6.07M
5
YHOO
Yahoo Inc
YHOO
+$5.15M

Sector Composition

1 Technology 19.65%
2 Healthcare 18.53%
3 Industrials 13.11%
4 Energy 11.79%
5 Financials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$641K 0.09%
+45,524
227
$633K 0.09%
61
-68
228
$631K 0.09%
31,377
+3,204
229
$624K 0.09%
6,436
-30
230
$621K 0.09%
65,173
-13,120
231
$598K 0.09%
39,104
-34,693
232
$587K 0.09%
402,361
+307,361
233
$586K 0.09%
+8,272
234
$567K 0.08%
12,071
+62
235
$566K 0.08%
58,079
-90,375
236
$566K 0.08%
36,612
+196
237
$563K 0.08%
3,603
-523
238
$546K 0.08%
45,217
+13,803
239
$535K 0.08%
21,399
240
$534K 0.08%
172,930
-34,791
241
$525K 0.08%
3,573
+500
242
$520K 0.08%
23,271
+9,163
243
$520K 0.08%
+8,429
244
$506K 0.07%
5,333
245
$489K 0.07%
+108,925
246
$483K 0.07%
13,325
+1,909
247
$479K 0.07%
10,456
248
$477K 0.07%
38,547
+4,242
249
$473K 0.07%
16,128
250
$467K 0.07%
2,080
+11
8 9
10
11 12