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
$687M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$5.98M
3
+$4.09M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$3.88M
5
VMW
VMware, Inc
VMW
+$3.72M

Top Sells

1
+$8.14M
2
+$7.6M
3
+$7.54M
4
SBUX icon
Starbucks
SBUX
+$7.15M
5
MSFT icon
Microsoft
MSFT
+$6.69M

Sector Composition

1 Healthcare 19.06%
2 Industrials 18.99%
3 Technology 16.2%
4 Financials 11.42%
5 Energy 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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