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
301
$324K 0.04%
249,354
-25,929
302
$323K 0.04%
37,538
+2,139
303
$320K 0.04%
57,227
-3,822
304
$319K 0.04%
3,742
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305
$319K 0.04%
9,580
-983
306
$316K 0.04%
18,667
-2,092
307
$310K 0.04%
15,557
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308
$310K 0.04%
48,719
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309
$309K 0.04%
17,308
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310
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21,128
-2,139
311
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4,498
-1,868
312
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9,097
-3,871
313
$288K 0.04%
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-1,682
314
$284K 0.04%
15,156
-1,585
315
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137,382
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316
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2,154
317
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318
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1,932
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319
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+94,211
320
$266K 0.04%
29,085
-3,103
321
$266K 0.04%
195,908
-20,699
322
$265K 0.03%
102,557
-358,828
323
$260K 0.03%
475
-48
324
$260K 0.03%
2,292
-975
325
$253K 0.03%
5,551
-2,190
11 12
13
14 15