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
$567M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1 +$15.2M
2 +$13.1M
3 +$12.8M
4
CELG
Celgene Corp
CELG
+$10.6M
5
SBUX icon
Starbucks
SBUX
+$9.97M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.49%
2 Industrials 15.34%
3 Healthcare 14.86%
4 Financials 11.65%
5 Communication Services 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$72K 0.01%
+44,447
327
$71K 0.01%
+7,732
328
$62K 0.01%
+15,445
329
$61K 0.01%
+681
330
$56K 0.01%
+1,144
331
$43K 0.01%
+42,992
332
$38K 0.01%
+4,812
333
$34K 0.01%
+2,850