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
276
$351K 0.05%
5,144
-3,953
277
$346K 0.05%
9,926
-46
278
$345K 0.05%
14,968
-18,387
279
$344K 0.05%
12,804
+1,138
280
$344K 0.05%
+14,370
281
$342K 0.05%
2,130
282
$342K 0.05%
+10,312
283
$340K 0.05%
10,490
-46
284
$337K 0.05%
7,004
-34
285
$336K 0.05%
+13,828
286
$334K 0.05%
8,520
287
$327K 0.05%
3,456
-2,646
288
$325K 0.05%
2,609
+169
289
$324K 0.05%
3,036
-13
290
$323K 0.05%
2,323
-8,305
291
$322K 0.05%
5,141
+27
292
$320K 0.05%
8,680
-3,039
293
$320K 0.05%
3,881
-20
294
$320K 0.05%
5,201
-25
295
$316K 0.05%
8,674
-40
296
$316K 0.05%
5,272
-24
297
$316K 0.05%
8,562
+1,073
298
$315K 0.05%
4,770
+311
299
$308K 0.05%
+11,829
300
$306K 0.05%
+6,131
10 11
12
13 14