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
326
$207K 0.03%
24,796
-68,262
327
$207K 0.03%
52,800
328
$200K 0.03%
+11,345
329
$182K 0.03%
91,400
330
$154K 0.02%
10,437
331
$148K 0.02%
+15,743
332
$137K 0.02%
38,742
+738
333
$113K 0.02%
+15,291
334
$93K 0.01%
1,848
-12
335
$90K 0.01%
12,993
+2,213
336
$79K 0.01%
+11,819
337
$79K 0.01%
+13,200
338
$78K 0.01%
+2,426
339
$76K 0.01%
+3,546
340
$71K 0.01%
2,246
341
$68K 0.01%
+20,415
342
$66K 0.01%
+2
343
$61K 0.01%
24,297
+5,044
344
$60K 0.01%
+16,133
345
$58K 0.01%
37,109
346
$58K 0.01%
+12,172
347
$56K 0.01%
12,888
348
$54K 0.01%
+78
349
$49K 0.01%
+905
350
$44K 0.01%
36,381
12 13
14
15 16