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
$654M
AUM Growth
-$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$6.94M
3
+$6.04M
4
ABBV icon
AbbVie
ABBV
+$5.33M
5
MLNX
Mellanox Technologies, Ltd.
MLNX
+$5.22M

Top Sells

1
+$9.27M
2
+$8.97M
3
+$7.49M
4
RMTI icon
Rockwell Medical
RMTI
+$4.95M
5
YELP icon
Yelp
YELP
+$4.29M

Sector Composition

1 Technology 20.86%
2 Healthcare 20.86%
3 Industrials 12.59%
4 Financials 10.21%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$399K 0.06%
33,914
-4,633
252
$398K 0.06%
9,131
-69
253
$397K 0.06%
6,202
254
$396K 0.06%
7,054
+118
255
$391K 0.06%
12,105
-1,805
256
$388K 0.06%
13,813
257
$388K 0.06%
3,456
258
$385K 0.06%
10,458
259
$382K 0.06%
15,000
-6,399
260
$378K 0.06%
10,220
-153
261
$378K 0.06%
10,412
-78
262
$377K 0.06%
22,059
-147
263
$376K 0.06%
4,471
+2,195
264
$369K 0.06%
6,185
-1,415
265
$368K 0.06%
+36,858
266
$365K 0.06%
4,677
+1,516
267
$358K 0.05%
3,229
268
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269
$357K 0.05%
+7,699
270
$356K 0.05%
6,131
271
$354K 0.05%
5,582
-70
272
$350K 0.05%
9,858
-68
273
$345K 0.05%
2,130
274
$344K 0.05%
12,141
-85
275
$343K 0.05%
8,520
9 10
11
12 13