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
$761M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$5.26M
3
+$5.26M
4
APC
Anadarko Petroleum
APC
+$4.22M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.81M

Top Sells

1
+$4.13M
2
+$4.03M
3
+$3.43M
4
BA icon
Boeing
BA
+$3.18M
5
VCRA
VOCERA COMMUNICATIONS, INC.
VCRA
+$3.04M

Sector Composition

1 Technology 21.61%
2 Healthcare 18.59%
3 Industrials 13.8%
4 Consumer Discretionary 10.64%
5 Financials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$436K 0.06%
+9,030
277
$423K 0.06%
46,178
+15,314
278
$422K 0.06%
+20,557
279
$419K 0.06%
24,395
-2,473
280
$416K 0.05%
20,440
281
$409K 0.05%
30,000
282
$401K 0.05%
20,042
-2,055
283
$401K 0.05%
+78,136
284
$397K 0.05%
118,380
-11,782
285
$394K 0.05%
34,702
-3,518
286
$388K 0.05%
7,929
287
$380K 0.05%
65,103
-6,784
288
$377K 0.05%
+1,978
289
$372K 0.05%
3,924
290
$362K 0.05%
87,141
-8,989
291
$360K 0.05%
67,285
-7,600
292
$360K 0.05%
12,892
-5,483
293
$344K 0.05%
5,546
-2,361
294
$343K 0.05%
+152,466
295
$341K 0.04%
7,874
-117
296
$341K 0.04%
1,329
-269
297
$341K 0.04%
+14,951
298
$333K 0.04%
18,585
-1,884
299
$329K 0.04%
67,791
-7,081
300
$326K 0.04%
79,209
-8,232
10 11
12
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