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
276
$342K 0.05%
+25,516
277
$342K 0.05%
15,243
+275
278
$339K 0.05%
+60,499
279
$337K 0.05%
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280
$337K 0.05%
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281
$328K 0.05%
6,015
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282
$327K 0.05%
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-100
283
$327K 0.05%
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284
$324K 0.05%
+14,996
285
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5,775
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286
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287
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288
$312K 0.05%
11,604
-1,200
289
$306K 0.05%
1,294
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290
$306K 0.05%
4,020
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291
$303K 0.05%
22,143
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292
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293
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294
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295
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296
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297
$277K 0.04%
3,797
-24,434
298
$274K 0.04%
+27,448
299
$270K 0.04%
27,938
-21,205
300
$270K 0.04%
11,921
10 11
12
13 14