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
$707M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$12.7M
3
+$7.07M
4
YHOO
Yahoo Inc
YHOO
+$6.94M
5
GMCR
KEURIG GREEN MTN INC
GMCR
+$5.57M

Top Sells

1
+$12.8M
2
+$8.75M
3
+$7.8M
4
APC
Anadarko Petroleum
APC
+$7.09M
5
DATA
Tableau Software, Inc.
DATA
+$7.07M

Sector Composition

1 Healthcare 18.13%
2 Industrials 17.02%
3 Technology 16.86%
4 Financials 12.73%
5 Energy 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$597K 0.08%
11,339
-210
252
$597K 0.08%
+29,180
253
$587K 0.08%
19,620
-108,103
254
$579K 0.08%
19,926
+2,960
255
$578K 0.08%
25,000
256
$577K 0.08%
171,110
+9,458
257
$576K 0.08%
+32,064
258
$549K 0.08%
8,044
+3,491
259
$539K 0.08%
26,522
+2,628
260
$538K 0.08%
3,612
-71
261
$538K 0.08%
+6,561
262
$534K 0.08%
43,504
-7,481
263
$533K 0.08%
75,609
+3,762
264
$528K 0.07%
16,128
-2,398
265
$526K 0.07%
56,921
266
$521K 0.07%
4,115
-794
267
$515K 0.07%
12,600
-152
268
$513K 0.07%
10,720
+2,470
269
$506K 0.07%
9,486
-112
270
$495K 0.07%
+104,634
271
$492K 0.07%
8,721
-423
272
$487K 0.07%
6,554
+1,644
273
$484K 0.07%
5,333
274
$483K 0.07%
7,636
-52
275
$473K 0.07%
+5,000
9 10
11
12 13