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
$567M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$13.1M
3
+$12.8M
4
CELG
Celgene Corp
CELG
+$10.6M
5
SBUX icon
Starbucks
SBUX
+$9.97M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.49%
2 Industrials 15.34%
3 Healthcare 14.86%
4 Financials 11.65%
5 Communication Services 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$291K 0.05%
+3,229
277
$288K 0.05%
+39,727
278
$287K 0.05%
+5,913
279
$286K 0.05%
+11,519
280
$279K 0.05%
+15,274
281
$278K 0.05%
+4,982
282
$276K 0.05%
+1,511
283
$273K 0.05%
+2,130
284
$271K 0.05%
+5,373
285
$271K 0.05%
+3,501
286
$269K 0.05%
+3,542
287
$268K 0.05%
+32,800
288
$260K 0.05%
+11,778
289
$260K 0.05%
+37,666
290
$258K 0.05%
+4,093
291
$257K 0.05%
+3,709
292
$254K 0.04%
+5,850
293
$254K 0.04%
+3,399
294
$253K 0.04%
+3,968
295
$251K 0.04%
+8,062
296
$249K 0.04%
+8,033
297
$248K 0.04%
+2,515
298
$248K 0.04%
+5,596
299
$246K 0.04%
+2,591
300
$245K 0.04%
+7,910
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