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
$687M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$5.98M
3
+$4.09M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$3.88M
5
VMW
VMware, Inc
VMW
+$3.72M

Top Sells

1
+$8.14M
2
+$7.6M
3
+$7.54M
4
SBUX icon
Starbucks
SBUX
+$7.15M
5
MSFT icon
Microsoft
MSFT
+$6.69M

Sector Composition

1 Healthcare 19.06%
2 Industrials 18.99%
3 Technology 16.2%
4 Financials 11.42%
5 Energy 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$462K 0.07%
16,128
252
$453K 0.07%
9,135
+545
253
$451K 0.07%
12,009
-3,318
254
$450K 0.07%
2,069
-1,842
255
$445K 0.06%
36,416
-24,261
256
$445K 0.06%
+2,227
257
$440K 0.06%
27,476
-6,963
258
$438K 0.06%
34,305
-9,199
259
$435K 0.06%
9,830
+493
260
$432K 0.06%
6,102
-452
261
$426K 0.06%
3,073
-1,042
262
$422K 0.06%
5,998
-1,638
263
$421K 0.06%
22,310
-4,212
264
$421K 0.06%
11,719
+1,111
265
$412K 0.06%
9,149
-7,166
266
$405K 0.06%
16,647
267
$404K 0.06%
2,970
-642
268
$395K 0.06%
+11,458
269
$392K 0.06%
2,220
+250
270
$391K 0.06%
3,169
+43
271
$389K 0.06%
7,208
-636
272
$389K 0.06%
+1,522
273
$376K 0.05%
5,114
-1,418
274
$376K 0.05%
9,972
-2,628
275
$371K 0.05%
11,416
-1,417
9 10
11
12 13