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
326
$249K 0.03%
5,461
-2,321
327
$246K 0.03%
+7,595
328
$242K 0.03%
2,879
329
$242K 0.03%
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330
$241K 0.03%
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331
$240K 0.03%
3,711
-4,494
332
$240K 0.03%
2,667
-1,133
333
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-12,493
334
$239K 0.03%
33,720
-866
335
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1,250
-80
336
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12,198
-2,264
337
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+8,312
338
$232K 0.03%
+14,183
339
$230K 0.03%
10,596
-4,544
340
$229K 0.03%
3,084
-8,195
341
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343
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13,617
-328
344
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31,969
-3,236
345
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44,106
-4,589
346
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-7,971
347
$218K 0.03%
6,202
-4,502
348
$202K 0.03%
1,188
-489
349
$202K 0.03%
2,612
350
$201K 0.03%
153,485
-15,536
12 13
14
15 16