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
$601M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$6.83M
3
+$5.57M
4
POT
Potash Corp Of Saskatchewan
POT
+$3.97M
5
GMS
GMS Inc
GMS
+$3.92M

Top Sells

1
+$11.5M
2
+$10.9M
3
+$7.89M
4
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$6.94M
5
SPLK
Splunk Inc
SPLK
+$4.69M

Sector Composition

1 Technology 22.08%
2 Healthcare 17.86%
3 Materials 11.92%
4 Consumer Discretionary 9.54%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$325K 0.05%
13,851
-152
277
$325K 0.05%
+33,409
278
$324K 0.05%
5,333
-3,185
279
$323K 0.05%
52,800
280
$321K 0.05%
+17,815
281
$310K 0.05%
1,981
-26
282
$302K 0.05%
101,362
-340
283
$300K 0.05%
10,838
-130
284
$297K 0.05%
16,951
-413
285
$291K 0.05%
+10,521
286
$288K 0.05%
6,831
-41
287
$274K 0.05%
3,924
-109
288
$264K 0.04%
12,336
-664
289
$254K 0.04%
84,772
-932
290
$247K 0.04%
8,426
291
$246K 0.04%
+11,997
292
$234K 0.04%
+4,231
293
$233K 0.04%
89,625
-953
294
$216K 0.04%
2,520
-58
295
$216K 0.04%
+3,214
296
$216K 0.04%
+15,670
297
$215K 0.04%
3,383
298
$213K 0.04%
12,631
-304
299
$211K 0.04%
9,949
-131
300
$210K 0.04%
5,320
10 11
12
13 14