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
$679M
AUM Growth
-$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$8.72M
3
+$6.52M
4
CSIQ icon
Canadian Solar
CSIQ
+$5.9M
5
ULTI
Ultimate Software Group Inc
ULTI
+$5.24M

Top Sells

1
+$9.82M
2
+$8.13M
3
+$6.86M
4
AAL icon
American Airlines Group
AAL
+$6.07M
5
YHOO
Yahoo Inc
YHOO
+$5.15M

Sector Composition

1 Technology 19.65%
2 Healthcare 18.53%
3 Industrials 13.11%
4 Energy 11.79%
5 Financials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$35K 0.01%
26,933
352
$32K ﹤0.01%
+3,404
353
$31K ﹤0.01%
18,064
-7,604
354
– –
-84,492
355
– –
-101,374
356
– –
-16,033
357
– –
-43,366
358
– –
-2,227
359
– –
-231,263
360
– –
-59,440
361
– –
-154,061
362
– –
-46,565
363
– –
-6,300
364
– –
-27,750
365
– –
-190,551
366
– –
-14,563
367
– –
-25,031
368
– –
-56,115
369
– –
-108,580
370
– –
-3,848
371
– –
-62,330
372
– –
-31,341
373
– –
-93,828
374
– –
-9,355
375
– –
-62,791
13 14
15
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