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
$761M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$5.26M
3
+$5.26M
4
APC
Anadarko Petroleum
APC
+$4.22M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.81M

Top Sells

1
+$4.13M
2
+$4.03M
3
+$3.43M
4
BA icon
Boeing
BA
+$3.18M
5
VCRA
VOCERA COMMUNICATIONS, INC.
VCRA
+$3.04M

Sector Composition

1 Technology 21.61%
2 Healthcare 18.59%
3 Industrials 13.8%
4 Consumer Discretionary 10.64%
5 Financials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$884K 0.12%
18,999
227
$883K 0.12%
17,041
-2,234
228
$880K 0.12%
178,144
+65,461
229
$875K 0.12%
+276,003
230
$860K 0.11%
20,400
-1,211
231
$843K 0.11%
77,581
-9,073
232
$834K 0.11%
256,504
-19,260
233
$827K 0.11%
+213,756
234
$825K 0.11%
10,622
-5,839
235
$815K 0.11%
13,103
+2,041
236
$815K 0.11%
23,713
-2,959
237
$814K 0.11%
25,333
-76,068
238
$794K 0.1%
4,929
-1,502
239
$774K 0.1%
21,463
-2,165
240
$764K 0.1%
10,085
-1,740
241
$762K 0.1%
322,906
-25,497
242
$756K 0.1%
11,952
-933
243
$733K 0.1%
10,120
+66
244
$730K 0.1%
3,413
245
$712K 0.09%
39,017
246
$709K 0.09%
+322,120
247
$700K 0.09%
4,352
248
$676K 0.09%
19,172
-2,085
249
$653K 0.09%
31,395
250
$635K 0.08%
43,674
-22,023
8 9
10
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