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
$761M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$5.26M
3
+$5.26M
4
APC
Anadarko Petroleum
APC
+$4.22M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.81M

Top Sells

1
+$4.13M
2
+$4.03M
3
+$3.43M
4
BA icon
Boeing
BA
+$3.18M
5
VCRA
VOCERA COMMUNICATIONS, INC.
VCRA
+$3.04M

Sector Composition

1 Technology 21.61%
2 Healthcare 18.59%
3 Industrials 13.8%
4 Consumer Discretionary 10.64%
5 Financials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$628K 0.08%
+13,288
252
$627K 0.08%
21,635
+1,435
253
$620K 0.08%
26,321
254
$610K 0.08%
84,690
-23,038
255
$599K 0.08%
+36,032
256
$597K 0.08%
9,499
-1,586
257
$591K 0.08%
17,559
-8,425
258
$578K 0.08%
+27,443
259
$564K 0.07%
32,611
-777
260
$545K 0.07%
18,381
+1,725
261
$534K 0.07%
24,383
262
$533K 0.07%
171,271
-17,376
263
$532K 0.07%
5,708
-140
264
$531K 0.07%
+452
265
$529K 0.07%
216,921
-22,611
266
$517K 0.07%
39,012
-4,323
267
$505K 0.07%
5,033
-2,091
268
$502K 0.07%
4,551
-1,890
269
$501K 0.07%
+40,373
270
$492K 0.06%
7,621
-3,760
271
$487K 0.06%
5,130
-2,127
272
$482K 0.06%
4,274
-1,773
273
$474K 0.06%
17,352
274
$460K 0.06%
+692
275
$446K 0.06%
194,044
-20,234
9 10
11
12 13