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
301
$269K 0.04%
22,819
302
$268K 0.04%
2,665
-49,198
303
$268K 0.04%
3,454
304
$264K 0.04%
5,105
-36
305
$256K 0.04%
13,828
306
$256K 0.04%
+43
307
$252K 0.04%
6,271
-40
308
$251K 0.04%
+23,237
309
$248K 0.04%
4,033
310
$247K 0.04%
2,083
311
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32,847
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312
$243K 0.04%
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-1,575
313
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314
$236K 0.04%
10,744
-75
315
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+1,562
316
$231K 0.04%
28,563
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317
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318
$227K 0.03%
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320
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7,857
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-32
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$215K 0.03%
2,030
-6,535
324
$208K 0.03%
+4,037
325
$208K 0.03%
2,260
-18,603
11 12
13
14 15