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
276
$370K 0.05%
30,000
277
$360K 0.05%
6,898
-1,823
278
$359K 0.05%
1,195
-489
279
$357K 0.05%
8,585
-2,135
280
$355K 0.05%
4,817
281
$340K 0.05%
3,229
282
$334K 0.05%
6,202
283
$332K 0.05%
5,867
+362
284
$331K 0.05%
5,332
+1,324
285
$326K 0.05%
2,130
286
$326K 0.05%
+7,038
287
$324K 0.05%
3,454
-585
288
$322K 0.05%
3,049
-745
289
$318K 0.05%
5,296
-1,273
290
$313K 0.05%
+22,402
291
$311K 0.05%
6,491
+533
292
$308K 0.04%
14,108
+864
293
$303K 0.04%
5,226
-639
294
$301K 0.04%
+10,536
295
$295K 0.04%
8,520
+550
296
$294K 0.04%
+12,284
297
$293K 0.04%
5,775
-1,582
298
$293K 0.04%
6,300
-1,651
299
$292K 0.04%
11,666
-702
300
$286K 0.04%
3,849
-928
10 11
12
13 14