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
$567M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$13.1M
3
+$12.8M
4
CELG
Celgene Corp
CELG
+$10.6M
5
SBUX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$363K 0.06%
+5,881
252
$361K 0.06%
+1,604
253
$358K 0.06%
+7,844
254
$353K 0.06%
+13,277
255
$352K 0.06%
+43,009
256
$348K 0.06%
+1,619
257
$343K 0.06%
+30,000
258
$339K 0.06%
+4,935
259
$335K 0.06%
+6,838
260
$333K 0.06%
+4,183
261
$331K 0.06%
+38,972
262
$320K 0.06%
+56,921
263
$318K 0.06%
+9,335
264
$317K 0.06%
+10,220
265
$313K 0.06%
+6,202
266
$312K 0.06%
+21,154
267
$305K 0.05%
+7,437
268
$305K 0.05%
+11,774
269
$303K 0.05%
+7,121
270
$302K 0.05%
+16,647
271
$297K 0.05%
+2,299
272
$295K 0.05%
+20,634
273
$295K 0.05%
+50,000
274
$294K 0.05%
+14,070
275
$293K 0.05%
+21,154
9 10
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