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
301
$306K 0.05%
3,454
302
$305K 0.04%
12,226
-58
303
$302K 0.04%
22,296
-106
304
$298K 0.04%
2,515
-654
305
$298K 0.04%
6,468
-23
306
$291K 0.04%
+22,819
307
$291K 0.04%
3,830
-19
308
$284K 0.04%
8,364
-3,094
309
$280K 0.04%
+6,847
310
$279K 0.04%
+10,819
311
$271K 0.04%
6,311
-30
312
$270K 0.04%
28,763
-136
313
$264K 0.04%
935
-260
314
$261K 0.04%
14,550
-68
315
$254K 0.04%
1,755
+58
316
$250K 0.04%
2,083
-10
317
$250K 0.04%
+4,300
318
$242K 0.04%
+35,400
319
$240K 0.04%
16,156
+5,951
320
$239K 0.04%
8,608
321
$237K 0.03%
4,033
-82
322
$237K 0.03%
52,800
323
$229K 0.03%
3,081
-44
324
$227K 0.03%
+2,035
325
$227K 0.03%
75,047
-10,622
11 12
13
14 15