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
251
$464K 0.07%
27,337
-139
252
$463K 0.07%
13,910
-11,381
253
$460K 0.07%
49,227
-9,990
254
$450K 0.07%
+135,205
255
$439K 0.06%
19,207
-61,847
256
$435K 0.06%
7,476
-34
257
$434K 0.06%
4,817
258
$431K 0.06%
9,200
+51
259
$429K 0.06%
16,072
+6,358
260
$427K 0.06%
16,845
+6,961
261
$423K 0.06%
5,652
+2,365
262
$415K 0.06%
10,373
-3,547
263
$415K 0.06%
10,458
-5,800
264
$413K 0.06%
2,220
265
$412K 0.06%
8,545
-40
266
$407K 0.06%
+7,600
267
$389K 0.06%
13,813
-7,976
268
$384K 0.06%
22,206
-104
269
$382K 0.06%
7,175
+1,400
270
$379K 0.06%
32,175
+14,992
271
$378K 0.06%
6,936
+38
272
$376K 0.06%
16,647
273
$371K 0.05%
3,229
274
$371K 0.05%
30,000
275
$360K 0.05%
6,202
9 10
11
12 13